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.

As COVID-19 carved its destructive path through the economy in 2020, Congress provided stimulus and relief provisions in the CARES Act. As the crisis continued, it was widely acknowledged that a second round of stimulus would be needed, and soon.READ MORE

IRAs are a great way to put money away for the future. The benefits of a traditional IRA include a tax deduction for contributing (if you qualify for one). With a Roth IRA, you cannot take a deduction for contributions,READ MORE

The employment landscape for workers over 50 years of age has been getting tougher for decades, and it has not gotten any easier in the age of COVID-19. Most Americans assume they’ll have steady work in their 50’s, but itREAD MORE

Few places in the country can beat San Diego as a desirable place to live. Blessed with nice weather year-round, sunny with minimal rain, along with scenic beaches and mountains, America’s Finest City also boasts a good job market, aREAD MORE

Social security retirement benefits are the cornerstone of retirement income for millions of Americans. They provide stable income for life and the life of a surviving spouse, with cost-of living increases over both lives. It’s a combination that is veryREAD MORE