Financial Planning Insights

Greenspring Advisors Financial Planning Insights

A Cheat Sheet for Commonly Used Financial Terms You Should Know

Financial terminology can be confusing, but this cheat sheet for financial terms should help.
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Greenspring Advisors Financial Planning Insights

Should I Own the Real Estate My Business Operates In?

As a business owner, you're constantly making decisions that shape your company's financial health and future. One major question you may face is whether to buy the property where your business operates.
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Updates to Required Minimum Distribution Rules for Retirement Accounts

We are rapidly approaching the end of the year, which means cooler weather, holiday cheer, and everyone’s favorite topic: required minimum distributions!
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Greenspring Advisors Financial Planning Insights

To Millennials & Beyond: How Financial Advisors Can Help with Your Estate Planning

According to Trust & Will, 62% of millennials don’t have a will or trust. Are you a part of that group? If so, here is why it is important to be prepared and how Greenspring can help.
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Do You Have an Employee Stock Purchase Plan? Then This Is for You.

A 401(k) match is additional money your employer adds to your 401(k) when you contribute a certain amount, up to a percentage of your salary. Some people refer to this as “free money”: you don’t have to anything to earn it other than contribute to your retirement plan. Another valuable source of this “free money” is an Employee Stock Purchase Plan (ESPP). However, not many people use it. In fact, while many mid and large-size companies offer an ESPP, less than 50% of those eligible employees actually participate.
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Greenspring Advisors Financial Planning Insights

5 Tips for HENRYs Looking to Optimize Their Next Dollar

Life pulls us in a million directions: careers, kids, houses, cars, taxes, vacation, income, weddings, retirement, groceries, side hustles, investments, aging parents, promotions, and job changes. Amidst it all, we try to make financially responsible decisions for ourselves and our families. We don’t want to compromise our lifestyle now, but we also can’t sacrifice building a plan for retirement. Ben Galloway, CFP® has put together an order of operations checklist related to what to do with your next dollar for HENRY's.
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Greenspring Advisors Financial Planning Insights

An LGBTQ+ Couple’s Guide to Tax, Estate, and Legacy Planning

Tax, estate, and legacy planning for the LGBTQ+ community can be complex, regardless of whether you decide marriage is right for you.  But with the right knowledge and guidance, you can navigate these challenges successfully.  By staying informed, working with experienced professionals, and proactively planning for your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are respected. 
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LGBTQ+ Couple
Greenspring Advisors Financial Planning Insights

Should We Get Married? An LGBTQ+ Couple’s Comprehensive Guide to Legacy Planning

By understanding the nuances of proactive planning, you can safeguard your assets, ensure your wishes are respected, and ensure your future aligns with your values and relationships. 
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Greenspring Advisors Financial Planning Insights

Should We Get Married? An LGBTQ+ Couple’s Comprehensive Guide to Tax Planning

While filing jointly can bring significant financial advantages, it's a path that demands careful navigation. This post pulls back the curtain on the key tax benefits, potential pitfalls, and strategies LGBTQ+ couples should understand. From maximizing credits to mitigating marriage penalties, informed decision-making is the key to optimizing your financial future as a couple considering marriage.
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