Planning Commentary
August 15, 2025
We recently completed our annual Bragg Bootcamp, a popular two-day introduction to financial planning for […]
July 31, 2025
Charitably minded individuals over age 70½ with Individual Retirement Accounts (IRA) should consider Qualified Charitable […]
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 […]
The Tax Valley: A Hidden Opportunity for Retirees