The saying, “We live in uncertain times” has never been truer. The future isn’t likely to get any clearer, but when it comes to our finances, we can have some say about how things will go for us. Economic andREAD MORE
Author: Jon Beyrer
Jon Beyrer, EA, CFP® is a partner of Blankinship & Foster LLC and is the firm’s Chief Compliance Officer. As a lead advisor, he focuses on helping families achieve their goals with sound wealth planning. In the community, Jon serves on several boards and is co-founder of the Professional Alliance for Children, a legal/financial charity for families of ill children. He has been quoted in The Wall Street Journal, The New York Times, and the Journal of Financial Planning. Jon lives in San Diego with his family.
The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed into law on December 20, 2019. This is a far-reaching bill, with many implications for retirement planning. Here are some of the key provisions of the bill, andREAD MORE
Achieving financial independence isn’t easy. It’s a challenge to save enough to fund a long, comfortable retirement. Remaining financially independent over many years is also challenging, in different ways. As the saying goes, “What got you there may not keepREAD MORE
It’s no secret that raising children is expensive. While children are understandably a family’s priority, too many of today’s 50-somethings are seeing their children off to college, only to turn to their own financial situation and realize there’s a significantREAD MORE
When it comes to planning for retirement, healthcare costs are one of the most overlooked factors. Yet for many retirees, health-related expenses can be one of the largest items in their budget. Even when covered by a retiree health planREAD MORE