Financial Planning

January 4, 2021

The Bragg Client Portal–Our Investors’ Online Access Tool

Note: The online tools and reports outlined in this article are specific to clients of […]
November 14, 2020

HSA vs. FSA vs. HRA

I was not part of the “in” crowd during middle school.  I could not dribble […]
August 14, 2020

Time to Refinance Your Mortgage!

For those of you lucky enough to be debt-free, congratulations! You can stop reading. For […]
August 10, 2020

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]
April 6, 2020

COVID-19 Tax Update: Deadlines Extended and More

In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
February 14, 2020

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]
February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
November 21, 2019

Security In Our Modern World

Keeping up with changing times and technology is not easy. Every time you turn around […]
November 6, 2019

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]