Planning Commentary

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 […]
April 28, 2015

Good Debt and Bad Debt

I wish I had borrowed a million bucks back in March of 2009 as the […]
March 28, 2015

Turning 64

As my children grow older, it seems life moves a little faster each year. In […]
January 13, 2015

Asset Location for Tax Efficiency: What You Need to Know

Many investors spend more time worrying about what securities to own and relatively little time considering where to own […]
December 28, 2014

‘Tis the Season

During the holidays, many people’s thoughts turn to gifts. Folks find they are either spending […]