The Tax Valley: A Hidden Opportunity for Retirees
August 27, 2025
Bridge Loan Bootcamp
August 15, 2025
Donating in Retirement: Give More and Owe Less with QCDs
July 31, 2025
Decanting a Trust: Pouring Old Wine into a New Bottle
July 18, 2025
Trump Accounts: A New Vehicle for Long-Term Savings
July 15, 2025
Harvesting the Loss: When Does It Make Sense?
March 26, 2025
Playing Catch-Up: Making Extra Contributions for Retirement
February 26, 2025
Do I Still Need My SLAT?
January 27, 2025
2025 Tax Rates & Inflation Adjustments
December 23, 2024
The Power of Congruence: Aligning Values, Beliefs, and Actions
November 21, 2024
Your 2024 Year-End Planning Checklist
November 11, 2024
Tax Sunset Looming: Is Your Estate Ready for 2026?
October 15, 2024
FAFSA Changes Are on the Way
September 3, 2024
The Best Account of All
August 26, 2024
Family Vacation Property and the Next Generation
August 22, 2024
Too Much of a Good Thing
July 31, 2024
Equity Compensation: A Primer on Restricted Stock
July 16, 2024
Simple Solutions to Reduce Your Estate Tax
June 20, 2024
The Power of Finfluencers: Buyer Beware
June 1, 2024
Four Steps to Secure Your Digital Legacy
March 21, 2024
Shedding Light on the Corporate Transparency Act
January 26, 2024
An Executive’s Guide to Non-Qualified Deferred Compensation Plans
December 6, 2023
2024 Tax Rates & Inflation Adjustments
November 28, 2023
Your 2023 Year-End Planning Checklist
October 30, 2023
Money Matters After the Wedding
July 25, 2023
Debt Ceiling Turmoil
May 31, 2023
Overfunded 529 Plan?
April 18, 2023
SECURE Act 2.0—A Boost for Retirement Savers
March 22, 2023
What Is Your “Why”?
January 28, 2023
Hand-Me-Downs and Split-Interest Gifts
December 29, 2022
2023 Tax Rates & Inflation Adjustments
October 24, 2022
Who Needs a Credit Card?
October 13, 2022
Your 2022 Year-End Planning Checklist
September 26, 2022
Choosing Between a Donor-Advised Fund and a Private Foundation
September 12, 2022
Roth Conversions: One Proactive Measure During Bear Markets
August 30, 2022
Estate Planning Update: Portability Filing Relief
July 29, 2022
Cybersecurity in 2022
July 12, 2022
What Does It Mean to be Tax Diversified?
March 9, 2022
Create an EPIC Retirement
February 16, 2022
It’s Almost Time to Clear the Clutter
February 15, 2022
Adventures in Business Ownership
January 18, 2022
New RMD Tables in 2022—A (Small) Tax Break from the IRS
January 13, 2022
2022 Tax Rates & Inflation Adjustments
December 14, 2021
Are you Prepared?
October 29, 2021
Maximizing Wealth Transfers to Minors
September 29, 2021
Your 2021 Year-End Planning Checklist
September 29, 2021
Pay It Forward: A Primer on Intra-family Loans
September 28, 2021
You Could Have $0 Taxable Income in 2021
September 17, 2021
Charitable Giving Legislation Update
August 30, 2021
Tax Changes Looming?
August 13, 2021
Do I Need a Revocable Trust?
July 10, 2021
Reduce Your Estate: Wealth Transfer Planning
February 26, 2021
The Bragg Client Portal–Our Investors’ Online Access Tool
January 4, 2021
HSA vs. FSA vs. HRA
November 14, 2020
Your 2020 Year-End Planning Checklist
November 6, 2020
2021 IRS Inflation Adjustments
October 29, 2020
Time to Refinance Your Mortgage!
August 14, 2020
Preparing Your Will
August 10, 2020
The CARES Act and 2020 Required Minimum Distributions
June 30, 2020
Planning in a Low Interest Rate Environment
June 18, 2020
COVID-19 Tax Update: Deadlines Extended and More
April 6, 2020
Estate Planning: Keep Your Eye on the Sunset
February 14, 2020
The SECURE Act: A Few Things You Need to Know
February 11, 2020
IRA Required Minimum Distributions: The Basics for 2020
February 10, 2020
Your 2019 Year-End Planning Checklist
November 25, 2019
Security In Our Modern World
November 21, 2019
Where Are Your Documents?
November 6, 2019
2020 IRS Inflation Adjustments
November 1, 2019
Stretch IRAs: Here to Stay or Going Away?
August 14, 2019
I’m Okay; The Car Isn’t: A Primer on Insurance Coverage
July 15, 2019
Paying for College: Financial Aid 101
June 28, 2019
Saving for Retirement—A Second Chance
March 15, 2019
Buy Low and Sell High the Bragg Way
March 15, 2019
Boomerang Generation
March 1, 2019
Estate Planning Isn’t Just for the Super-Wealthy
February 28, 2019
Financial Playbook for Young Adults
February 15, 2019
Tax Reform & CCRC Medical Deductions
February 1, 2019
Why We Advise Consolidation at Bragg
December 15, 2018
2019 IRS Inflation Adjustments
November 20, 2018
Active vs. Passive Investing: Why We Use Both
November 1, 2018
Your 2018 Year-End Tax Planning Checklist
October 20, 2018
Health Savings Accounts: Desirable, Despite the Complexity
October 2, 2018
One More Reason to Fund 529 Plans—a 529 Plan UPDATE
September 25, 2018
More Lessons from Fishing
September 1, 2018
Over Age 70 1/2? Consider a QCD for your IRA RMD
June 10, 2018
Three Types of Help for Seniors
May 20, 2018
Financial Planning 101
May 1, 2018
Chained CPI Explained and the Impact on the New Tax Act
April 20, 2018
A Summary of The Tax Cut and Jobs Act of 2017
February 20, 2018
Who Gets a Tax Cut?
February 2, 2018
Tax Deduction “Bunching” – The Tax Cuts and Jobs Act of 2017
January 10, 2018
Kiddie Tax Update
January 1, 2018
Putting All of Your Eggs in One Basket: Concentrated Positions
December 15, 2017
Estate Planning 101
October 15, 2017
Eighteen-Year-Olds Are Adults
August 15, 2017
Should I Buy Long-Term Care Insurance?
July 15, 2017
Preparing for Tax Law Changes—Actions to Consider Now
December 20, 2016
Protecting Yourself from Cyber Threats
December 15, 2016
One Last Gift: A Planning Guide for Survivors
September 13, 2016
Donor-Advised Funds
August 1, 2016
Frequently Asked Questions about Medicare
April 15, 2016
Medicare IRMAAs
April 15, 2016
Social Security and the Bipartisan Budget Act of 2015
January 28, 2016
Strengthening Your Mind
November 28, 2015
Value Beats Growth
September 15, 2015
Medicare Decisions
August 28, 2015
Hidden Taxes
June 28, 2015
Retirement Under Construction
April 28, 2015
Good Debt and Bad Debt
April 28, 2015
Turning 64
March 28, 2015
Asset Location for Tax Efficiency: What You Need to Know
January 13, 2015
‘Tis the Season
December 28, 2014
Roth IRAs for Everyone
December 1, 2014
Kiddie Tax Class 101
December 1, 2014
Wise Charitable Giving Via Beneficiary Designations
November 28, 2014
Planned Giving Problems and Solutions: Make Sure Your Wishes Come True
November 10, 2014
529 Plans for Higher Education: Five Reasons You Should Consider Funding One
September 28, 2014
Federal estate-tax law permanence and NC repeal: Time to revisit your plans
September 28, 2013
Does Diversification Still Work?
June 28, 2009
Market Ignores “Hand Wringing” Problems
October 28, 2006
You Can’t have your Money and Spend it Too
May 28, 2005
Daddy Missed the Tech Boom
December 10, 2000