Greg Carrico, Author at Legacy Wealth Advisors

About Greg Carrico

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Entries by Greg Carrico

What Are Your Options When You Inherit Property?

There are three things you can do when you inherit a house: move in, rent, or sell. Which is right for you and will help you achieve your goals?

August 15, 2020/0 Comments/by Greg Carrico

Retirement

4 Things You Need To Know Before You Downsize In Retirement

Downsizing is a wonderful option and can set you up for happiness in the future. Answer these four questions to see if downsizing should be part of your retirement plan.

August 1, 2020/0 Comments/by Greg Carrico

Estate Planning, Legacy

5 Big Things New Parents Need To Do With Their Estate Plans

Becoming new parents is an exciting and beautiful roller-coaster ride. Your new child will bring so much joy and love into your life. In this season of new life, adjusting to giggles, smiles, and lack of sleep a million things are probably racing through your head. Estate planning is likely at the back of that […]

July 15, 2020/0 Comments/by Greg Carrico

Estate Planning, Legacy

4 Ways Emotions Get In The Way Of Estate Planning (And How To Overcome It)

Estate planning is a big process, and with it can come a lot of fear and uncertainty about the future. Whenever you face something big: a new transition, a presentation at work, a tough sales pitch, or a difficult conversation you may feel uncomfortable, nervous, and unsure. But if you let those negative emotions fester […]

July 1, 2020/0 Comments/by Greg Carrico

Estate Planning

What Is A Trust (And Should You Have One)?

What comes to mind when you think of a trust? Probably a wealthy kid with too much gel in their hair, a sweater vest, a tie, and a yacht. Were we close? Trusts are often associated with the upper-class old-money, so-to-speak, but trusts play a much bigger role and have a broader reach than that. […]

June 15, 2020/0 Comments/by Greg Carrico

Retirement

How To Best Adjust Your Finances Mid-Year

Do you remember those goals you set for yourself at the beginning of the year? Likely in our current situation, they have changed significantly. When you were setting financial goals and aspirations for 2020, our world looked quite different. The novel Coronavirus has changed the way we approach our jobs, families, relationships, and finances. With […]

June 1, 2020/0 Comments/by Greg Carrico

Investing

The Mutual Fund Fees You Need To Know Before Investing

Mutual funds are a popular investment vehicle. They offer investors a simplified approach to diversification by giving them access to a wealth of diversified stocks and other securities through a mutual fund share(s). As opposed to purchasing individual stocks and securities, a mutual fund is an amalgamation of diversified asset classes managed by a professional […]

May 15, 2020/0 Comments/by Greg Carrico

Investing, Retirement, Taxes

How Inherited IRAs Have Changed Due To The SECURE Act

If you were relying on an inherited IRA as a big portion of your estate planning strategy, let’s take a closer look at how the rules have changed and other methods to consider.

May 1, 2020/0 Comments/by Greg Carrico

Retirement

How Do Spousal and Survivor Social Security Benefits Work?

Social Security benefits aren’t limited to one person; spouses, ex-spouses, and surviving spouses are all entitled to additional benefits. Let’s take a look at how each of these works to give you a better idea of how it could be applied to you.

April 15, 2020/0 Comments/by Greg Carrico

Retirement

When Is The Right Time To Take Social Security Benefits?

April is National Social Security Month, and what better way to kick-off this important topic than with a discussion on claiming Social Security benefits? Social Security is an important part of many retiree’s income streams with the Social Security Administration estimating it to cover nearly 40% of expenses in retirement. This number will fluctuate depending […]

April 1, 2020/0 Comments/by Greg Carrico

About Greg Carrico

Entries by Greg Carrico

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