With growth in certain sectors of your investments, the allocation could get out of balance between stocks, bonds and other elements. Alan and Troy take a look at keeping everything balanced to help keep things in range, as well as determining tax responsibilities.

Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.