Planning Commentary

April 15, 2016

Frequently Asked Questions about Medicare

Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
April 15, 2016

Medicare IRMAAs

What is an IRMAA and does it impact me? IRMAA stands for Income-Related Monthly Adjustment […]
January 28, 2016

Social Security and the Bipartisan Budget Act of 2015

The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security […]
November 28, 2015

Strengthening Your Mind

Alzheimer’s is a debilitating disease that affects many of us. I lost both my mother […]
September 15, 2015

Value Beats Growth

All that glitters isn’t gold … it’s true. Of late, it seems investors may have […]
August 28, 2015

Medicare Decisions

Bragg Client Advisor Mary Lou Daly, CPA, CFP®, helps viewers navigate the process of enrolling […]
July 28, 2015

Oversubscribed: Are Recurring Monthly Charges Preventing Wealth Accumulation?

In the past, most consumers’ monthly subscriptions were newspapers and a house phone line. (I […]
June 28, 2015

Hidden Taxes

Many US taxpayers recall the high income tax rates of the early 1980’s. In 1981, […]
April 28, 2015

Retirement Under Construction

Retirement “ain’t what it used to be,” or likely isn’t what we thought it would […]