After years of “patches”, “extensions” and other temporary maneuvers, Congress has finally made Qualified Charitable IRA Distributions permanent. With the benefit of this permanence, you can now plan ahead to take advantage of the great tax planning opportunities this strategyREAD 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.
While we’ve been busy with the holidays, it appears thieves from around the world have been busy devising new ways to steal from people. Here are some of the latest ill-begotten schemes we’ve heard about, and suggestions for how youREAD MORE
When it comes to health insurance, we can always count on changes. Medicare health and drug plans are no exception. While Part A and Part B of Medicare stay pretty much the same, supplemental “Medi-gap” and prescription drug plans canREAD MORE
Protecting against potentially catastrophic health care costs is one of the most important financial planning steps you can take. For most families in America, that protection comes from employer-provided group health insurance. But what happens when that coverage comes toREAD MORE
Social Security is a big topic on a lot of our clients’ minds. The rules can be confusing, but the good news is you have a lot of choices that can really help in retirement. Here are five important SocialREAD MORE