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    Planning Commentary

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    Evan Anderson, CPA, CFP®

    What Is Your “Why?”

    January 28, 2023
    Phillips M. Bragg, CFP®, AEP®

    Hand-Me-Downs and Split-Interest Gifts

    December 29, 2022
    Jennifer Muckley, CFP®, AEP®, CTFA®

    2023 Tax Rates & Inflation Adjustments

    October 24, 2022
    Mary Lou Daly, CPA, CFP®

    Who Needs a Credit Card?

    October 13, 2022
    Lynn Araujo, CFP®

    Your 2022 Year-End Planning Checklist

    September 26, 2022
    Lynn Araujo, CFP®

    FAFSA Changes Are on the Way

    September 23, 2022
    Jennifer Muckley, CFP®, AEP®, CTFA®

    Choosing Between a Donor-Advised Fund and a Private Foundation

    September 12, 2022
    Marc Scavo, CFP®, CRPC®

    Roth Conversions: One Proactive Measure During Bear Markets

    August 30, 2022
    George W. Climer III, CFP®

    Estate Planning Update: Portability Filing Relief

    July 29, 2022
    Mary Lou Daly, CPA, CFP®

    Cybersecurity in 2022

    July 12, 2022
    George W. Climer III, CFP®

    Inherited IRAs: Update to the Ten-year Window for Non-Spouses

    July 8, 2022
    Evan Anderson, CPA, CFP®

    The Cost of Procrastination: Your Business Succession Plan

    June 7, 2022
    Lynn Araujo, CFP®

    What Does It Mean to be Tax Diversified?

    March 9, 2022
    Jennifer Muckley, CFP®, AEP®, CTFA®

    Speaking From Beyond the Grave: Writing a Letter of Intent

    March 4, 2022
    Mary Lou Daly, CPA, CFP®

    Create an EPIC Retirement

    February 16, 2022
    Jennifer Muckley, CFP®, AEP®, CTFA®

    It’s Almost Time to Clear the Clutter

    February 15, 2022
    Evan Anderson, CPA, CFP®

    Adventures in Business Ownership

    January 18, 2022
    Marc Scavo, CFP®, CRPC®

    New RMD Tables in 2022—A (Small) Tax Break from the IRS

    January 13, 2022
    Jennifer Muckley, CFP®, AEP®, CTFA®

    2022 Tax Rates & Inflation Adjustments

    December 14, 2021
    Mary Lou Daly, CPA, CFP®

    Are you Prepared?

    October 29, 2021
    Phillips M. Bragg, CFP®, AEP®

    Maximizing Wealth Transfers to Minors

    September 29, 2021
    Lynn Araujo, CFP®

    Your 2021 Year-End Planning Checklist

    September 29, 2021
    Evan Anderson, CPA, CFP®

    Pay It Forward: A Primer on Intra-family Loans

    September 28, 2021
    Jennifer Muckley, CFP®, AEP®, CTFA®

    You Could Have $0 Taxable Income in 2021

    September 17, 2021
    George W. Climer III, CFP®

    Charitable Giving Legislation Update

    August 30, 2021
    Jennifer Muckley, CFP®, AEP®, CTFA®

    Tax Changes Looming?

    August 13, 2021
    Lynn Araujo, CFP®

    Do I Need a Revocable Trust?

    July 10, 2021
    Jennifer Muckley, CFP®, AEP®, CTFA®

    Reduce Your Estate: Wealth Transfer Planning

    February 26, 2021
    Marc Scavo, CFP®, CRPC®

    Mega Backdoor Roth Contributions–A Compelling Savings Technique for Some 401(k) Participants

    February 12, 2021
    Debbie Taylor

    The Bragg Client Portal–Our Investors’ Online Access Tool

    January 4, 2021
    Mary Lou Daly, CPA, CFP®

    HSA vs. FSA vs. HRA

    November 14, 2020
    Lynn Araujo, CFP®

    Your 2020 Year-End Planning Checklist

    November 6, 2020
    Jennifer Muckley, CFP®, AEP®, CTFA®

    2021 IRS Inflation Adjustments

    October 29, 2020
    George W. Climer III, CFP®

    Time to Refinance Your Mortgage!

    August 14, 2020
    Jennifer Muckley, CFP®, AEP®, CTFA®

    Preparing Your Will

    August 10, 2020
    Marc Scavo, CFP®, CRPC®

    The CARES Act and 2020 Required Minimum Distributions

    June 30, 2020
    Jennifer Muckley, CFP®, AEP®, CTFA®

    Planning in a Low Interest Rate Environment

    June 18, 2020
    Lynn Araujo, CFP®

    Reconsidering the Source of Your Charitable Contributions in 2020

    April 28, 2020
    Mary Lou Daly, CPA, CFP®

    COVID-19 Tax Update: Deadlines Extended and More

    April 6, 2020
    Phillips M. Bragg & Jennifer Muckley

    Estate Planning: Keep Your Eye on the Sunset

    February 14, 2020
    Mary Lou Daly, CPA, CFP®

    The SECURE Act: A Few Things You Need to Know

    February 11, 2020
    Dawn M. Cannon, CPA

    IRA Required Minimum Distributions: The Basics for 2020

    February 10, 2020
    Lynn Araujo, CFP®

    Your 2019 Year-End Planning Checklist

    November 25, 2019
    Debbie Taylor

    Security In Our Modern World

    November 21, 2019
    Mary Lou Daly, CPA, CFP®

    Where Are Your Documents?

    November 6, 2019
    View Planning Commentary Archive

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