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What Is Tax Planning (And Why It Matters)

You can think about tax planning like preparing for a test in…

October 1, 2020/by Greg Carrico

WHAT ARE THE BEST RETIREMENT ACCOUNTS FOR YOU?

While there are many retirement savings vehicles out there, making the most of the right ones can set you up for a safe and happy retirement.

September 15, 2020/by Greg Carrico

The Building Blocks You Need For A Strong Retirement Plan

Our team at Legacy Wealth wants to help you uncover your retirement goals and work to build a plan that brings them to life.

September 1, 2020/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/by Greg Carrico

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/by Greg Carrico

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

Becoming new parents is an exciting and beautiful roller-coaster…

July 15, 2020/by Greg Carrico

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…

July 1, 2020/by Greg Carrico

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

What comes to mind when you think of a trust?

Probably a…

June 15, 2020/by Greg Carrico