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January 29, 2026

Trump Accounts: A New Vehicle for Long-Term Savings

Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
December 20, 2025

Directed Trustees: Flexibility, Accountability, and Teamwork

In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
December 19, 2025

2026 Tax Rates & Inflation Adjustments

Passed in July 2025, the One Big Beautiful Bill Act (OBBBA) is a sweeping tax […]
November 15, 2025

Psychology & Money: When Two Worlds Collide

More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
October 13, 2025

The House Always Wins—Unless You’re Investing

I just finished watching the Carolina Panthers beat the odds and upset the Dallas Cowboys […]
August 27, 2025

The Tax Valley: A Hidden Opportunity for Retirees

Many people approaching retirement think their tax bill will naturally go down once they stop […]
August 15, 2025

Bridge Loan Bootcamp

We recently completed our annual Bragg Bootcamp, a popular two-day introduction to financial planning for […]
July 15, 2025

Understanding the One Big Beautiful Bill and Its Tax Changes

Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]