by Megan van den Bergh | Sep 24, 2020 | General
2020 offers some unique planning opportunities for those who would’ve normally taken a Required Minimum Distribution (RMD) from their retirement accounts. Before we get too much further, here’s a quick recap of what happened with RMDs this year: in March, Congress...
by Megan van den Bergh | Apr 21, 2020 | General
"The great victory, which appears so simple today, was the result of a series of small victories that went unnoticed" — Paulo Coelho We hope this message finds you safe and cozy at home with loved ones, maybe enjoying a good book or TV show, hopefully finding time to...
by Megan van den Bergh | Mar 30, 2020 | Office Hours
We had our first Office Hours session two Fridays ago, so I thought it would be fun for my inaugural blog post (hi, this is Meg!) to write about what I took away from that experience. Hopefully it gives you a sense of what we’re trying to do with Office Hours in...
Painted Porch