Financial Planning
January 29, 2026
Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
December 20, 2025
In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
November 18, 2025
With the end of 2025 fast approaching, you might want to check your financial to-do […]
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
Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
When There Are No Defaults: Estate Planning for Childfree Adults