Financial Planning

March 26, 2025

Harvesting the Loss: When Does It Make Sense?

At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]
February 26, 2025

Playing Catch-Up: Making Extra Contributions for Retirement

“Do not save what is left after spending, but spend what is left after saving.” […]
January 27, 2025

Do I Still Need My SLAT?

A New Administration The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant tax […]
November 21, 2024

The Power of Congruence: Aligning Values, Beliefs, and Actions

Have you ever gathered as a family to discuss a big financial decision, only to […]
October 15, 2024

Tax Sunset Looming: Is Your Estate Ready for 2026?

Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
August 26, 2024

The Best Account of All

Americans love to rank things: from restaurants to movies to sports teams, if there is […]
August 22, 2024

Family Vacation Property and the Next Generation

As I write this article, my family and I are on an American Airlines flight […]
July 31, 2024

Too Much of a Good Thing

To say that I was proud to toe the starting line of the Boston Marathon […]
July 16, 2024

Equity Compensation: A Primer on Restricted Stock

As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]