Could You Be Making A Costly Mistake With Index Funds?

If you're still investing in index funds while nearing retirement, a recent Forbes article says you could be making a costly mistake. Many retirees or people closing in on retirement depend heavily on this traditional investment strategy and a recent article says there might be better ways to do so. Even if you haven't taken the time to set up an official state plan, you already have one whether you realize it or not. You either set up your estate plan with an advisor, or a probate judge is going to impose one on your relatives after you're gone. Troy and Randy talk a bit about this topic and what steps you should take to make sure your estate plan is set in stone.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.