Financial Planning Insights

Greenspring Advisors Financial Planning Insights

Financial Life Planning: A Roadmap to Your Best Life

How to take a holistic approach when developing a financial life plan defined by your own vision for your best life.
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Greenspring Advisors Financial Planning Insights

What to Do If Premiums for Long-Term Care Insurance Increase

A guide to determining the best course of action if premiums for your long-term care insurance increase.
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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

What to Do in Case of a Layoff: Financial Planning Checklist

We created the checklist below of financial planning best practices to guide you through the difficult time after a lay off.
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Greenspring Advisors Financial Planning Insights

Questions to Ask For Year End Tax Planning

Starting your year end tax planning? Asking these questions can set you up for success not only this year, but those to come.
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Greenspring Advisors Financial Planning Insights

Tax Considerations and Strategies for New York Estate Planning

An overview of the New York estate tax, exemptions, and strategies for avoiding excessive tax payments.
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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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