Planning Commentary

May 28, 2019

Empty Nest: Kids Out, Tuition Bills In! How to Use your 529 Plan to pay for College

The nest is empty! My youngest headed off for his freshman year of college recently. […]
March 15, 2019

Saving for Retirement—A Second Chance

Sometimes life gets in the way of our long-term financial goals. This is especially the […]
March 15, 2019

Buy Low and Sell High the Bragg Way

“Buying low and selling high” sure sounds appealing doesn’t it? As an investment strategy, what […]
March 1, 2019

Boomerang Generation

In 2012 the Pew Research Center published an article on The Boomerang Generation. They found that […]
February 28, 2019

Estate Planning Isn’t Just for the Super-Wealthy

Commonly we find that individuals believe that estate planning is only for the super-wealthy—that they […]
February 15, 2019

Financial Playbook for Young Adults

Many young adults tell us that they are entering the workforce with little financial training. […]
February 1, 2019

Tax Reform & CCRC Medical Deductions

Many U.S. taxpayers are familiar with the medical expense tax deduction. Far fewer taxpayers realize […]
December 15, 2018

Why We Advise Consolidation at Bragg

We recommend you choose us to be your primary investment advisor and financial planner. We […]
November 20, 2018

2019 IRS Inflation Adjustments

Several of the IRS annual limits are set to increase in 2019 with cost-of-living adjustments. […]