Planning Commentary

December 15, 2017

Putting All of Your Eggs in One Basket: Concentrated Positions

Many of our clients have accumulated substantial wealth in their lives. Often that wealth can […]
October 15, 2017

Estate Planning 101

I recently came across upon a beneficiary designation form for an old life insurance policy […]
August 15, 2017

Eighteen-Year-Olds Are Adults

I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]
July 15, 2017

Should I Buy Long-Term Care Insurance?

The Short Answer: Bear the risks you can afford; insure those you can’t. At Bragg […]
May 15, 2017

Choosing a Retirement Community: Navigating the Choices

We’ve all heard it: “Be sure to move while you can still walk in.” That […]
December 20, 2016

Preparing for Tax Law Changes—Actions to Consider Now

For the reader with the short attention span, here is a brief list of actions […]
December 15, 2016

Protecting Yourself from Cyber Threats

Identity theft is an increasing concern in our electronically-driven world. Scammers, phishers and identity thieves […]
September 20, 2016

A ZERO-Percent Tax Rate? Are you missing out on the 0% tax rate on dividends and capital gains?

Even individuals with significant assets may qualify for the zero percent federal tax rate on […]
September 13, 2016

One Last Gift: A Planning Guide for Survivors

For two and a half years I cared for my father after he moved to […]