For many, leaving a legacy to your spouse, family or charity is built within your long term planning. But more than just assigning a beneficiary, your legacy will need to project market inflation, routine audits and even thinking outside the box of just your assigning your assets. Mercurio Advisor, Alan will chat with host, Tony Vanetti and go over ways to maintain and grow your legacy, account for market changes, and even add items like your airline miles!
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.