Financial Planning Insights

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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.
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Greenspring Advisors Financial Planning Insights

Understanding Global Financial Planning

Learn proper tax planning strategies and more for cross border families.
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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.
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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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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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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.
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Onward.

Monday, June 15th, 2020, marked a watershed victory for the movement of LGBTQ equality in the United States. In a landmark decision, the Supreme Court ruled that Title VII of the Civil Rights Act of 1964 protects LGBTQ workers from workplace discrimination.
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The Alphabet Soup of Economic Recoveries

There appears to be a bright spot forming in the coronavirus conversation; a light at the end of our lockdown tunnel. These conversations begin with how and when our homes, businesses, and communities can return to normal.
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