Jane Beule

01-13-23 blog image
In December 2022, Congress passed a new spending bill which also contains many changes to retirement accounts. The changes are extensive, but here is a summary of specific changes that are most likely to impact you.
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It happens to all of us: waking up in a sour mood. The causes can be many. Maybe you went to sleep the night before, brooding about a problem at work. Maybe your family has gotten on your last nerve. Maybe you realized, as you staggered into the kitchen, that you forgot to get coffee at the store yesterday. For whatever reason, your day has gotten off on the wrong foot. Similarly, for much of the past year and continuing to the present, investors and other market-watchers are worried that the US economy is in a lousy mood. Once again, the causes are manifold: stubbornly high inflation and a resultingly hawkish Fed; rising interest rates (see also: “hawkish Fed”); increasing labor costs and a tight job market… the list could go on.
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By now, most of us have at least heard of Simon Sinek and his maxim— which is also the title of his bestselling book—“Start with Why.” The main idea that Sinek has captured so effectively is that companies and people can achieve great success by truly understanding the purpose behind what they do, and then ordering all their efforts from that starting point. As Sinek puts it, “People don’t buy what you do; they buy why you do it.”
Griffin Black - Convert to a Roth Account while Conversions Are “On Sale”
Let’s be honest: It has not been a fun year in the markets. With the S&P 500 down more than 20% from its highs in January (and other major indices in similar territory), good news has been about as scarce as hen’s teeth. But they say that every cloud has a silver lining, and, as it turns out, there’s a bit of good news for investors, even when the markets are in the doldrums, as they are currently.
Griffin Black - Raising Smart, Confident, and Financially Successful Kids
What is a parent’s role in raising smart, confident, and successful children? What matters? What doesn’t? Though author Margot Bisnow was the mother of two happy and driven entrepreneurial sons, these are questions she once never thought to ask. But then she interviewed 70 successful entrepreneurs – and their Moms – and found that many parents’ approach to ‘helping’ their children is counterproductive.
Griffin Black - Year End Strategies for Charitable Giving
With the holidays just around the corner, it’s time to consider your year-end charitable giving options. A little advance planning now can save you money when it comes time to write your check to Uncle Sam, next April 15. We offer tips and ideas for maximizing the benefit to your favorite charity while minimizing the tax bite.

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