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

KEEPING YOUR AFFAIRS IN ORDER

30 Oct 2024 by Jennifer B. Lynn

We work closely with our clients across the various stages of their life, and we've observed a common challenge: when facing deeply emotional situations, such as a serious illness or the loss of a loved one, families are often burdened with a significant number of administrative tasks.

To ease this transition, we’ve put together the following checklist of key documentation and information you (and you spouse/partner, if applicable) should have up-to-date and at the ready to help prepare for life’s inevitable changes.

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

INHERITED IRA 2024s: THE PROS, CONS & CONSIDERATIONS

28 March 2024 by Will Herrman & Alina Carlson

We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: ⁠Will Herrman⁠ & ⁠Alina Miska Carlson, CFP®⁠. We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.

Listen on Spotify or Apple Podcasts

PERSONAL FINANCE: IRA “CHEAT SHEET”

13 February 2024 by Will Herrman & Alina Carlson

Given the evolving nature of IRA regulations, we’ve created our own “cheat sheet” on things to remember. As always, each of these will depend on individual circumstances, so please consult your advisory team accordingly.