One foundational element of our Help First philosophy is our donation of $100 for every financial plan we create. We wanted our first donation to go toward helping our local Santa Barbara community, the place where Painted Porch was born.
Brian and Kurt discuss some options that may allow people to reduce these positions while lowering their tax obligation at the same time.
Brian and Kurt discuss the chase for things you want vs what you actually need, ideas for identifying the difference, and why true happiness can be a superpower.
Help First. It’s more than just a concept. Or a philosophy. Or a state of mind. At Painted Porch, it’s all of those things. But companies don’t just help people, with no strings attached – do they?
We all understand the idea of an investment in stocks or bonds that compounds over time. But what about the compounding effect of living the life you want to live, every single day?
As many know, our team will have the week off from our regular day-to-day activities next week as a means of recharging – and focusing on gratitude (of course, we’re still watching the market and reacting to client needs!). It feels fitting for the week of Thanksgiving, doesn’t it?
Investing in real estate can be very lucrative — and very risky. How do I understand the value of my investment today? What about the value of the time I’ve spent on maintenance, tenant issues, or financing? And I love the tax benefits while I own the property, but what happens if I decide to sell it?
So how much of an effect will this election have on the market? Can we really make money if we position things “right”? And is it wise to even try? Brian and Kurt discuss what really matters in today’s market and where there may be opportunities on the horizon.
In our latest Coffee Talk, Brian, Meg and Kurt show how a DAF can be a savvy tax-planning tool and can create positive advantages for many who are charitably inclined – through lowering overall portfolio risk, savings on capital gains taxes, and the optimization of charitable deductions on your tax returns.
2020 offers some unique planning opportunities for those who would’ve normally taken a Required Minimum Distribution (RMD) from their retirement accounts.
Brian and Meg discuss the empowerment that proper financial planning delivers, how to think about “success”, and how we are trying to demystify and democratize the financial services industry.
We measure our success in personal breakthroughs for the people we work with, and no time has been more primed for personal breakthroughs than right now.