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FAFSA Changes Are on the Way
May 12, 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