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.
Just over a year ago, Painted Porch was born. Prior to founding Painted Porch, I ran a small independent advisory firm based in Santa Barbara for over 10 years. I’m honored to have had that opportunity and I am very proud of what that firm became, the work we did, the work they still do each day.
These are hard days, with so much stress on so many levels – from concerns about the health of ourselves and our loved ones, to the difficulties of home-schooling to worries about jobs, the economy, and money.
We had so much fun making this video together. We hope you enjoy it — including and especially all of the little surprises and imperfections of life, which feels exactly right in this moment.
Goals, even small or short‐term goals, can focus us in a way that can shift our perception of the world around us. This morning I started a 5k training program.
Sometimes it seems like our personal finances are just a blip on the radar next to these bigger issues for humanity… nonetheless, we’re here to be your eyes and ears when we learn about new opportunities.
I’m not sure if anyone else has felt this way, but I’ve noticed a strange little psychological loop as I work from home. I’m homebound, so I assume it will be hard to get things done. I feel like I am constantly pushing myself to stay on task.
We had our first Office Hours session two Fridays ago, so I thought it would be fun to write about what I took away from the experience. You can also watch the full recording.
Today I am taking a moment to share a little gratitude. I hope that it will inspire you to consider all of the things that you feel grateful for during this time when so many other things feel out of our control. What are you grateful for?