by grantnieddu | Sep 18, 2025 | Blog, Investing, Taxes
The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and make sure you’re closing out the year...
by grantnieddu | Sep 2, 2025 | Blog, Small Business, Taxes
The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would sunset at the end of 2025. If...
by grantnieddu | Aug 27, 2025 | Blog, Donation, Taxes
Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime. Many families recognize that...
by grantnieddu | Aug 13, 2025 | Blog, Inheritance, Investing, Taxes
The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement accounts to heirs.1 How the SECURE...
by grantnieddu | Jul 22, 2025 | Blog, Investing, Salary
Compensation is more than just a number on a paycheck. Whether you’re exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total compensation—what you’re earning today...
by grantnieddu | Jul 9, 2025 | Blog, Investing, Stocks
While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they’re important? We pulled together some information and interesting facts about some of the major indexes that can...
