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.
CASH BALANCE PLAN
20 August 2025 by John Raggio
At Cannell & Spears, most of our clients share the same big goals—grow their wealth, minimize taxes, and invest wisely for retirement. One of the most effective tools we use to help them get there is the cash balance plan. These plans are widely used by successful small business owners, professional practices, and high-income earners who want to accelerate retirement savings and manage their tax burden.