The SECURE Act of 2019 is the largest retirement reform law since the Pension Protection Act of 2006. This sweeping legislation changed many of the rules around retirement savings in America. One of the more significant changes affects beneficiaries ofREAD 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 American Rescue Plan Act of 2021 (ARP), which was signed into law on March 11, 2021, is billed as “One of the most progressive pieces of legislation in history.” It provides a broad range of relief and support. WeREAD MORE
The third volley of stimulus has been fired in the U.S. government’s battle against COVID-19. Congress enacted the $2.2 Trillion CARES Act and the $2.3 Trillion Consolidated Appropriations Act in 2020. Now, Congress has enacted the $1.9 Trillion American RescueREAD MORE
Financial planning is all about setting goals and saving the money needed to fund those goals. Yet saving can be challenging, and Americans have historically struggled with the concept. In fact, a 2019 Federal Reserve report found that an alarmingREAD MORE
“The longer I live, the more beautiful life becomes.” – Frank Lloyd Wright Aging can be a sore subject for families. No one likes to think about the prospect of losing their autonomy. As such, parents may not do muchREAD MORE