Private Wealth Management Insights

What is a tax law sunset? More importantly, should I do anything?

Is the tax law sunset a thing of beauty, or does it signify the end of a good thing? In short, the sunset means tax rates are set to change in 2026.
Read More »
Greenspring Advisors Financial Planning Insights

Your Financial End-of-Year Checklist: Insurance Planning, Estate Planning, and Other Considerations

Having a financial plan going into the new year is incredibly important to help you meet your financial goals and to ensure that you are adequately prepared. In this second installment of your end-of-year financial checklist, we will be discussing insurance planning, estate planning, and other key considerations for you to plan for.
Read More »
Greenspring Advisors Financial Planning Insights

Your Financial End-of-Year Checklist: Investment Accounts, Tax Planning, and Savings & Contributions

The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start.
Read More »
Greenspring Advisors Investment Planning Insights

What the Federal Reserve’s Rate Cuts Mean for You

With much attention on the Federal Reserve and interest rates recently, we want to dive deeper into what it means when the Fed cuts rates, how it affects the broader economy, and what potential investment implications you should consider.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Retirement Planning Insights

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!
Read More »
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.
Read More »
Greenspring Advisors Investment Planning Insights

How Presidential Elections Impact Markets: A Historical Perspective 

Take a deep dive into historical data to see how the market has performed during election cycles.
Read More »
Greenspring Advisors Financial Planning Insights Greenspring Advisors Retirement Planning Insights

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.
Read More »
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.
Read More »