Financial Planning Insights

Multigenerational Family
Greenspring Advisors Financial Planning Insights

A Busy Professional’s Guide to Financially Preparing to Care for Aging Parents

As our parents age, the responsibility of providing care often falls on the shoulders of their children. Caring for aging parents requires emotional support and careful financial planning. This can be challenging for those in the “sandwich” generation who are balancing caring for both their children and their parents, all while working.
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Greenspring Advisors Financial Planning Insights

Beyoncé, Blue Ivy, and the Investment Account Hiding in Plain Sight

Blue Ivy's income from her lifelong fame is turning into 6.4 million tax-free dollars. Here’s how she’s doing it, and how you can do it for your children too.
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Greenspring Advisors Financial Planning Insights

Customizing Your Portfolio with Direct Indexing

Learn how to customize your portfolio with direct indexing.
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Greenspring Advisors 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.
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Greenspring Advisors Financial Planning Insights

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).
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Greenspring Advisors Financial Planning Insights

What are Health Savings Accounts (HSAs) and should I have one?

Health Savings Accounts (HSAs) are savings accounts used for healthcare expenses. They’re also powerful financial tools that come with significant tax benefits.
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Greenspring Advisors Financial Planning Insights

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.
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Greenspring Advisors Financial Planning Insights

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.
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Greenspring Advisors Financial Planning Insights

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.
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