Jon Meyer, CFP

Jon Meyer is the President of BGM, a collective of accountants, auditors, analysts, and advisors who leverage a full suite of financial services.

[Jon Meyer, CFP @jonbgm]

There is a problem with the wait-and-see approach to investing, particularly if you’re sitting on cash. #twincities #minneapolis #bloomington https://t.co/UemChWqxFr

[Jon Meyer, CFP @jonbgm]

As a lawyer, you should not draft your estate plan without guidance from a specialist. #twincities #minneapolis #bloomington https://t.co/iOJ2P8pSCW

[Jon Meyer, CFP @jonbgm]

A pregnant pause in our financial lives might help us to avoid errors from overconfidence. https://t.co/JCTkHftj5B

[Jon Meyer, CFP @jonbgm]

Real estate income in retirement can sound appealing, but it can come with surprises too. Before taking the leap, consider these four issues. #twincities #minneapolis #bloomington https://t.co/SNlnJj5m5L

[Jon Meyer, CFP @jonbgm]

Law firm partners need to do more than prepare their finances for retirement. They need to know who and what will make their retirement fulfilling. #twincities #minneapolis #bloomington https://t.co/WqarQKJHJv

[Jon Meyer, CFP @jonbgm]

If you give yourself a few months to quit as a law firm partner, you are too late. Here’s why you should start preparing early, even if you don’t have definitive plans. #twincities #minneapolis #bloomington
https://t.co/9hx7gPagwX

[Jon Meyer, CFP @jonbgm]

Inflation and higher rates can present opportunities. Here are four of them for 2023. #twincities #minneapolis #bloomington https://t.co/t0TWWNPxAM

[Jon Meyer, CFP @jonbgm]

The work-from-anywhere movement is here to stay. But your children and grandchildren can advance their careers better by going to the office at least part of the time. #twincities #minneapolis #bloomington https://t.co/QEFfJ62qqB

[Jon Meyer, CFP @jonbgm]

Thinking of moving out of state? Not knowing the difference between residency and domicile could cost you. #twincities #minneapolis #bloomington https://t.co/bFdvPz80hD

[Jon Meyer, CFP @jonbgm]

Receiving an inheritance can be overwhelming. Here are three considerations to help you think through your options and act intentionally. #twincities #minneapolis #bloomington https://t.co/u56Jt8eqF0

[Jon Meyer, CFP @jonbgm]

Whether you have inherited an IRA or plan to include them in your estate plan, here is key information on distributions and other rules. #twincities #minneapolis #bloomington https://t.co/ovlboNHgzt

[Jon Meyer, CFP @jonbgm]

Instead of worrying about low interest rates, consider how you can use them to your advantage. #twincities #minneapolis #bloomington https://t.co/K3fVfYNSlQ

[Jon Meyer, CFP @jonbgm]

When it comes to investing, NFTs, cryptocurrencies, and meme stocks may be exciting—but exciting rarely belongs in an investment portfolio.. #twincities #minneapolis #bloomington https://t.co/8Z55gd3sZy

[Jon Meyer, CFP @jonbgm]

Grab the following documents and do a midyear checkup on your financial picture. #twincities #minneapolis #bloomington
https://t.co/kZ1KO5e4jd

[Jon Meyer, CFP @jonbgm]

What the numbers say about the inflation outlook. https://t.co/6dyz7OLbRT #twincities #minneapolis #bloomington

[Jon Meyer, CFP @jonbgm]

Convert your 2020 tax return from a backward-looking document to a forward-looking one. Here’s how. #twincities #minneapolis #bloomington https://t.co/UqEoqH2qRK

[Jon Meyer, CFP @jonbgm]

Value and international equities may be out of favor, but that doesn’t mean you should abandon them. Diversification can help you benefit from longer-term cycles and mean reversion. #twincities #minneapolis #bloomington https://t.co/RgZ3oytW1F

[Jon Meyer, CFP @jonbgm]

The price action in GameStop over the course of two weeks was remarkable. Here’s what you should know if you want to “play the squeeze”—and why you probably shouldn’t. #twincities #minneapolis #bloomington https://t.co/AOqhmxLRZG

[Jon Meyer, CFP @jonbgm]

When it comes to your future health care expenses, an ounce of prevention is worth a pound of cure. Here are tips to help prepare your finances. #twincities #minneapolis #bloomington https://t.co/N8m1N4XJ21

[Jon Meyer, CFP @jonbgm]

As your wealth picture gets complex, do you continue to manage it yourself, get a robo-advisor, or work with a financial advisor? Here are points to consider. #twincities #minneapolis #bloomington https://t.co/yxvWeS6uhk