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The Guessing and The Complete Retirement 360 Game Plan
This week, MWA advisor, Troy Bolton, and host, Randy Cook, discuss the Guessing Game: When is the Best Time to Retire? And, that is not an easy question to answer because it is so personal to the individuals and the needs of their home and family. At MWA, we bring all our guests and clients onboard with the Retirement 360 Game Plan. The plan includes the following evaluations: Complete analysis of your current investment strategy •Where is your money placed? •Are you properly diversified? •Are you at risk of losing if the market takes a turn? •Are you paying excessive fees? Income plan review •What kind of monthly income will your plan generate? •Is it enough to cover your bills and all the things you want to do in retirement? 1040 Tax review •Are you missing opportunities to save money in taxes? •Are you prepared for the upcoming changes in the Trump Tax Reform? •One of our CPAs will go through that with you Legacy and Legal document review •Do you have the proper legal documents in place? oPower of attorney oWill oTrust oMedical directive •Are they updated? •We’ll have one of our affiliate attorneys look them over This is all free to you as a radio listener. Call us right now at 253-9366 that’s 253-9366 and ask for the Retirement 360 Game-plan. Find us on line at www.mercurioadvisors.com
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.
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.
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By Alan Mercurio and Troy BoltonThis week, MWA advisor, Troy Bolton, and host, Randy Cook, discuss the Guessing Game: When is the Best Time to Retire? And, that is not an easy question to answer because it is so personal to the individuals and the needs of their home and family. At MWA, we bring all our guests and clients onboard with the Retirement 360 Game Plan. The plan includes the following evaluations: Complete analysis of your current investment strategy •Where is your money placed? •Are you properly diversified? •Are you at risk of losing if the market takes a turn? •Are you paying excessive fees? Income plan review •What kind of monthly income will your plan generate? •Is it enough to cover your bills and all the things you want to do in retirement? 1040 Tax review •Are you missing opportunities to save money in taxes? •Are you prepared for the upcoming changes in the Trump Tax Reform? •One of our CPAs will go through that with you Legacy and Legal document review •Do you have the proper legal documents in place? oPower of attorney oWill oTrust oMedical directive •Are they updated? •We’ll have one of our affiliate attorneys look them over This is all free to you as a radio listener. Call us right now at 253-9366 that’s 253-9366 and ask for the Retirement 360 Game-plan. Find us on line at www.mercurioadvisors.com
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.
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.