When retirement time comes, it may also be time to get rid of things you have held onto for years that may not serve a purpose, or are no longer needed. Today Alan and Troy discuss this process and how to organize financial records that need to be kept to be sure they are available. It also comes in handy when making a retirement financial plan and also a legacy plan for the things you not only want to keep, but to pass on to the next generation.

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.