Planning Commentary
July 18, 2025
In the realm of estate planning, the term irrevocable trust often conjures notions of permanence […]
July 15, 2025
As part of the One Big Beautiful Bill Act (OBBBA), Congress has introduced a new […]
July 15, 2025
Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
March 26, 2025
At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]
February 26, 2025
“Do not save what is left after spending, but spend what is left after saving.” […]
January 27, 2025
A New Administration The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant tax […]
December 23, 2024
The cost of living adjustments and tax changes for 2025 were released by the IRS […]
November 21, 2024
Have you ever gathered as a family to discuss a big financial decision, only to […]
Donating in Retirement: Give More and Owe Less with QCDs