WEALTH INSIGHTS
PUBLICATIONS
WEALTH INSIGHTS
We regularly share our insights online, spanning wealth planning resources and educational content, from financial planning milestones to generational wealth. We also share our thoughts on the macroeconomy and our personal interests.
Beyond that, we publish our commentaries on a quarterly basis, in which we share our perspective on the state of the financial markets and our thoughts on investing.
QUICK REFERENCE: 2026 KEY FINANCIAL NUMBERS
18 may 2026 - alina carlson
There's a lot to keep track of when it comes to personal finances, and the IRS doesn't make it any easier by changing the numbers every year. We’ve put together our Quick Reference with the key 2026 figures in one place, from retirement contributions to gifting limits to tax brackets and more.
FINANCIAL PLANNING FOR NEW PARENTS
2 march 2026 by alina carlson
“Last summer, my husband and I welcomed our daughter. In addition to painting her room and putting the crib together, we also set aside some time to make sure that we were organized from a financial standpoint. Here are some steps that new parents should consider when expanding their families.” - Alina Carlson
GRANDPARENTS: GOLD IN YOUR HEARTS & MAYBE IN YOUR POCKETS
31 July 2024 by Rob Raich
16 October 2024 by Michele Cleary & Rob Raich (Podcast)
Recently, one of our team members at Cannell & Spears became a first-time grandparent, an incredibly special experience. Today, after decades of stock market and home value appreciation, grandparents are often able to give more than just the gold in their hearts – they can be a big financial help as well.
We often get questions from new grandparents about the best way to help. While everyone’s circumstances are different, these are some ideas.
Listen on Spotify or Apple Podcasts