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Articles by: Joshua P. Itzoe, CFP®, AIF®

2017 IRS Indexed Qualified Plan Limits

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The IRS recently released indexed dollar limits to qualified retirement plans for 2017.

10/28/2016


Greenspring’s Itzoe Named to 2016 Financial Times 401 Top Retirement Plan Advisers

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October 27, 2016 – Greenspring is pleased to announce that Joshua P. Itzoe, CFP®, AIF® has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who …

10/27/2016


Greenspring’s Laura Stoner a SmartCEO 2016 Brava Award Winner

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IMG_0545July 26, 2016 – Greenspring is proud to announce that Laura Stoner was recently named a 2016 Brava Award Winner by Baltimore SmartCEO magazine.  The Brava Awards celebrate the distinguished achievements of 40 of Greater Baltimore’s top women business leaders. …

07/26/2016


Greenspring’s Perspectives on Brexit

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On June 23, 2016, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a UK exit may look like are just beginning.

 

06/27/2016


Molly Goetz Earns CFP® Designation

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May 5, 2016 – Greenspring is proud to announce that Molly Goetz, CFP®, MBA, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in …

05/04/2016


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