Private Wealth Management Insights

Greenspring Advisors Retirement Planning Insights

Retirement Planning: Not One Size Fits All

The best way to achieve any goal is by implementing a plan. Whether you are 20 years or two years from retirement, it is never too early or too late to put a plan in place to achieve your retirement goals. We want to share with you some of the key considerations for a successful retirement.
Read More »
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.
Read More »
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).
Read More »
Business partnership coworkers using a tablet to chart company financial statements report and profits work progress and planning in office room.
Greenspring Advisors Financial Planning Insights

3 Reasons to Hire a Financial Advisor

Business partnership coworkers using a tablet to chart company financial statements report and profits work progress and planning in office room.
Read More »
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.
Read More »
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.
Read More »

Opening Doors: Coming Out of Pride Month

Just like everyone else, LGBTQ+ folks have to think about cash flow, medical bills, if they want to get married or start a family, saving an emergency fund, changing jobs, negotiating salaries, titling assets, and living a life that's authentic to them. At the same time, we want to feel understood and like we don't have to hide who we are. As a gay man in finance and wealth management, I want my community to know I am - and Greenspring Advisors is - a safe space for you.
Read More »
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.
Read More »
Greenspring Advisors Financial Planning Insights

Finance After 50

I recently celebrated my 50th birthday and it has begun to sink in that I am on the back end of my longevity curve. Retirement is no longer something “Old” people need to worry about but rather a word that has become a frequent part of my vocabulary. Turning 50 is a perfect time to evaluate your financial situation and determine if your retirement plan is on track. Use this checklist to help you gain firm financial footing so that you can fully enjoy your NEXT 50 years.
Read More »