Planning Commentary

January 4, 2021

The Bragg Client Portal–Our Investors’ Online Access Tool

Note: The online tools and reports outlined in this article are specific to clients of […]
November 14, 2020

HSA vs. FSA vs. HRA

I was not part of the “in” crowd during middle school.  I could not dribble […]
November 6, 2020

Your 2020 Year-End Planning Checklist

While you might be ready to ring in 2021 after this most unusual year, we […]
October 29, 2020

2021 IRS Inflation Adjustments

In October 2020, the IRS released Revenue Procedure 2020-45 (PDF) and Notice 2020-79 (PDF), which detail the tax […]
August 14, 2020

Time to Refinance Your Mortgage!

For those of you lucky enough to be debt-free, congratulations! You can stop reading. For […]
August 10, 2020

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]
June 30, 2020
Marc Scavo photo

The CARES Act and 2020 Required Minimum Distributions

ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]
June 18, 2020

In Every Challenge There Lies an Opportunity: 2020 Mid-Year Planning

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]