Planning Commentary

August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
August 14, 2019

Stretch IRAs: Here to Stay or Going Away?

Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
July 15, 2019

I’m Okay; The Car Isn’t: A Primer on Insurance Coverage

“Um, Dad? Hi. I was driving to work and someone hit me ….” “Yes, I’m […]
June 28, 2019

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]
June 28, 2019

Paying for College: Financial Aid 101

“Will I qualify for financial aid or grants given my household income and assets?” This […]
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 […]