by Kurt Schliemann | Aug 12, 2021 | General
I’ve been reflecting a lot on our first-ever Painted Porch event — and nearly two weeks later, I’m still basking in the glow of all the fun we had! I hope we look back on this as an amazing first step in a larger movement for our industry — of...
by The Painted Porch Team | May 26, 2021 | General
As a new business, it feels like these past two years have gone by in a flash. Of course, they have been anything but quick and painless — for any of us. Through these longest of two years, we’ve seen our growing community celebrate victories and suffer...
by The Painted Porch Team | Mar 30, 2021 | General
“We make a living by what we get, but we make a life by what we give.” ―Sir Winston Churchill We are excited to announce our support for Girls Inc. of Greater Santa Barbara — our first recipient of giving from our...
by Kurt Schliemann | Jan 26, 2021 | General
“No one has ever become poor by giving.” ―Anne Frank, The Diary of Anne Frank: the play 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. And it’s also the core of what we do. We Get...
by The Painted Porch Team | Nov 20, 2020 | General
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...
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...
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