Financial Planning Insights

Greenspring Advisors Financial Planning Insights

2026 Year-End Tax Planning Considerations: Charitable Giving, Roth Conversions & More

Following the passage of the One Big Beautiful Bill Act (OBBBA), several important tax provisions were extended, modified, or newly introduced. Understanding what has changed and how those changes may affect your situation can help you make more informed year-end tax planning decisions before December 31, 2026.
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Greenspring Advisors Financial Planning Insights

Elections and Investing: Why Long-Term Discipline Matters

A total of 435 seats in the U.S. House of Representatives and 35 out of 100 seats in the U.S. Senate will be up for grabs, not to mention numerous state and local elections that will determine who controls the chambers of Congress in states across the country.
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Greenspring Advisors Financial Planning Insights

A Cup of Ambition: What Dolly Parton Knew About Money (That Most of Us Don’t)

“She never saw a door she couldn’t open, and the doors she opened made and changed history.” That’s how Bryan Seaver described his aunt in the video announcing her death on August 25, 2026. Dolly Parton was 80 years old.
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Greenspring Advisors Financial Planning Insights

Disability Insurance for Self-Employed Individuals: A Guide

Many solopreneurs find it difficult to care for themselves while building and scaling their businesses. The stakes are high, and the risk of failure is ever-present. Mentally, it can be challenging to even consider giving up or doing anything else.
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Mom, Dad – We Need to Talk. Aging Parents and Financial Planning Considerations

You probably don’t want to think about your parents getting older, so like many people, you’ve likely put off addressing their growing needs. After all, mom and dad are fine today, so why worry? Until the day they’re not fine. And when “not fine” arrives, it often comes without warning.
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530A Account: What is a Trump Account?

A 530A or Trump Account is advertised as a starter retirement account for kids, available to open and fund starting July 4, 2026.
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Wealth Preservation Across Generations: Financial Planning Strategies

For most of our clients, multi-generational wealth transfer is a top-of-mind priority. When done well, wealth transfers create outsized impact for both heirs and charity while providing you with the peace of mind that your wishes are followed.
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Greenspring Advisors Financial Planning Insights

How We Can Achieve 100% “Strongly Agree”!

In a world where bad news seems to overwhelm us, I have some good news to report! The Charles Schwab Women Investors Survey 2025 revealed that 90% of the surveyed women felt they were on track to achieve their financial goals. Considering the many hurdles women face professionally (pay inequality, career pauses for caregiving) and financially (limited financial role models, student debt), this is remarkable progress!
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The Most Powerful Questions to Ask A Financial Advisor (for High Net Worth Investors)

The relationship with your financial advisor should be one of transparency and trust. These questions are not just information-gathering tools — they are conversation starters that reveal your advisor’s thought process, values, and ability to address your unique financial goals.
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