Financial Planning Insights

Unlocking Philanthropy: The Strategic Advantages of Donating Appreciated Assets

Philanthropy is a powerful tool for positive change, and donor-advised funds (DAFs) have become increasingly popular vehicles for strategic giving.

Considering Investing in Cryptocurrency? Here Are 3 Questions You Need to Ask First.

Unless you’ve been living under a rock the last couple years, it is inevitable that you have heard someone talk about investing in cryptocurrency (crypto).
Business partnership coworkers using a tablet to chart company financial statements report and profits work progress and planning in office room.

3 Reasons to Hire a Financial Advisor

Business partnership coworkers using a tablet to chart company financial statements report and profits work progress and planning in office room.

Finance After Loss

Losing your partner can be devastating. It is understandable that you may experience a flood of feelings - grief, sorrow, numbness, fear, anger, even guilt. To add insult to injury there are numerous financial items to address. When you are ready to tackle these items use this checklist as a guide to help you navigate your way to a new normal.

Finance After Divorce

Getting divorced is STRESSFUL- physically, mentally, and financially. Facing uncertainty and navigating the unknown can be overwhelming as you grapple with the million-dollar question “Will I be OK?” One of the best ways to regain a sense of security is to make a financial plan. Reducing financial uncertainty will help you tackle the many other stressors related to divorce. Here is a checklist with a few action items to help you get started in taking control of your finances after a divorce.

Your Mid-Year Financial Checklist

As we turn the calendar to July and hit the halfway point of the year, now is a great time to take care of things that you might normally forget about. Change your smoke detector batteries, check your HVAC filter, and also-check your finances! The halfway mark of the year is a great time to review your finances and ensure that you are on track to meet your financial goals for the year.

Finance After 50

I recently celebrated my 50th birthday and it has begun to sink in that I am on the back end of my longevity curve. Retirement is no longer something “Old” people need to worry about but rather a word that has become a frequent part of my vocabulary. Turning 50 is a perfect time to evaluate your financial situation and determine if your retirement plan is on track. Use this checklist to help you gain firm financial footing so that you can fully enjoy your NEXT 50 years.

Money Values

This week Greenspring’s Women & Wealth group hosted a Conversation Circle to discuss our own relationships with money. If you aren’t familiar with a Conversation Circle it is an opportunity for a small group to come together for a facilitated discussion to share stories and experiences. The Circle allows us to self-reflect as well as draw wisdom from others. As Wealth Managers it is second nature to ask our clients questions to draw out what their greatest fears and concerns are about money so that we can determine the best way we can help. As was the case with the cobbler whose children had no shoes, we often don’t pause to examine our own relationship with money.

Behavioral Hacks for Your (Financial) New Year’s Resolutions

With the end of the year rapidly approaching, the time is once again upon us to set our New Year’s resolutions. Many of us will make our well-intentioned resolutions to get out of debt, increase our savings, or stick to a budget, only to find that we have fallen right back into our old habits by the time March rolls around. Sticking to New Year’s resolutions can be incredibly challenging, particularly when it comes to our finances. However, there are some tricks you can use to not only help you stick to your resolutions, but also set yourself and your family up for a successful financial future.