Financial Planning Insights

Greenspring Advisors Financial Planning Insights

What is a CFP®? (and Why It’s Important to Work with one)

When searching for a financial advisor, you will likely see a lot of “alphabet soup” following prospective advisors’ names. While all these designations, licenses, and certifications have different education and experience requirements (and some may carry more weight than others), one certification rises above the rest as the standard for financial planning-focused advisors: the CFP®.
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Residential Rental Real Estate: Buyer Beware

Many major asset classes have experienced substantial growth over the last several years, resulting in very expensive valuations. This has led some investors to think beyond traditional investments like stocks and bonds and consider investing in single-family residential real estate for its steady cash flow and price appreciation potential. can this be a good use of capital for investors looking to earn higher potential returns?
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Five Financial Planning Takeaways from Peloton’s Meteoric Downfall

You can draw comparisons between Peloton’s current challenges and your own financial setbacks. How can you recover strongly in the face of deterrents?  Here are five key financial planning takeaways.
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Greenspring Advisors Financial Planning Insights

IRS Extends 2020 Tax Filing Deadline to May 17th

On March 17th, the IRS announced they would be extending the 2020 tax filing deadline for individuals from April 15th to May 17th to accommodate the ongoing challenges presented by the COVID-19 pandemic.
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2020 Investment Year in Review Webinar

Greenspring Advisors's 2020 Investment Year in Review webinar takes a look at returns by style and more.
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Knowing the Future is Not Enough

In many ways, 2020 was one for the record books. Since we are financial advisors and not social or political pundits, we’re going to focus on what happened in the investment world and what we should take away from this historic year.
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The Real Value of a Roth IRA

Many of our clients still in their working years do not qualify to make Roth IRA contributions, but clients do qualify to contribute from time to time, and we often recommend doing so.
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How Joe Biden’s Tax Proposal Would Impact High Net Worth and High Income Individuals

As we enter the last month of the general election, we thought it would be important to review Joe Biden’s tax proposal and the impact it would have on many of our clients. While there are many parts to his tax proposal that have been laid out, this blog will focus on some of the most impactful areas to individuals.
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Seeking Better Alignment of your Money to your Goals? Try Values-Based Saving

Just like in values-based budgeting, values-based saving starts with defining your core values. There are many different resources that you can use to help define your core values; however, unlike values-based budgeting, values-based saving requires you to look forward rather than backward.
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