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.
READY, SET… GIVE!
21 November 2025 by Alina Carlson
This year’s One Big Beautiful Bill Act (OBBBA) is changing the deductibility of charitable donations for both itemized filers and those who take the standard deduction. Therefore, charitable giving is one of those items that warrants staying on the 2025 to-do list, particularly for those who itemize their deductions. While the primary driver for charitable giving should inherently be about supporting an organization that one cares about, taxpayers who itemize have the added advantage of some tax savings.
ONE BIG BEAUTIFUL BILL ACT
20 August 2025 by William Herrman
With the passage of the “One Big Beautiful Bill Act”, there are some notable provisions. We want to bring your attention to some that are likely to impact discussions with your tax advisor and Cannell & Spears.
ROTH IRAs: TO DO OR NOT TO DO
16 Oct 2024 by Alina Carlson, CERTIFIED FINANCIAL PLANNER®
While speaking to many of our clients, I've found Roth IRAs have been somewhat of an enigma. What's not often discussed are the potential ways in which a Roth IRA can be used as a tool for yours/your children's long term financial success. Depending on multiple factors, you may be able to lessen your overall tax burden and contribute more tax-friendly dollars.