Financial Planning
December 16, 2025
In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
August 27, 2025
Many people approaching retirement think their tax bill will naturally go down once they stop […]
August 15, 2025
We recently completed our annual Bragg Bootcamp, a popular two-day introduction to financial planning for […]
July 31, 2025
Charitably minded individuals over age 70½ with Individual Retirement Accounts (IRA) should consider Qualified Charitable […]
July 18, 2025
In the realm of estate planning, the term irrevocable trust often conjures notions of permanence […]
July 15, 2025
As part of the One Big Beautiful Bill Act (OBBBA), Congress has introduced a new […]
July 15, 2025
Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
March 26, 2025
At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]
Your 2025 Year-End Planning Checklist