Financial Planning Insights

Greenspring Advisors Financial Planning Insights Greenspring Advisors Financial Planning Education Savings Insights

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.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Financial Planning Education Savings Insights

529 Plan Insight: What are 529 plans and why are they important?

We explain 529 plans, which offer a valuable option for tax-free educational savings for family members and relatives.
Read More »
Financial chart and data with calculator and pen on wooden desk
Greenspring Advisors Financial Planning Insights

8 Credit Building Tips for the Modern American

Here are some helpful tips to help you build and repair your financial reputation for a long-lasting impact.
Read More »
Greenspring Advisors Financial Planning Insights

Understanding Global Financial Planning

Learn proper tax planning strategies and more for cross border families.
Read More »
Greenspring Advisors Financial Planning Insights

The Four C’s: Achieving Financial Peace of Mind

To be an advisor is to be in the business of financial peace of mind. The following framework, called the 4-C’s, highlights the characteristics of a great advisor: Competence, Coaching, Convenience, and Continuity.
Read More »
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®.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights

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?
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Investment Planning Insights Greenspring Advisors Retirement Planning Insights

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.
Read More »
Greenspring Advisors Financial Planning Insights

Reasons to Appoint An Independent Corporate Trustee

Learn about the advantages of appointing an independent corporate trustee over a family member or friend.
Read More »