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Insightful articles, guidebooks, videos and more from our Roundtable team of specialists and advisors.

Your 5-Point Checklist for Retirement

If you’re thinking about retiring within the next few years, now is the time to get your financial ducks in a row. Here are our top tips to help ensure you’re...

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5 Traits of Financially Unsuccessful People

Financial goals are as varied and nuanced as the people who set them, but financial success is a different notion altogether. For most, financial success...

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Your Retirement Savings Timetable (Part I)

I sometimes compare retirement planning to a cross-country road trip. It can be a long trip—and there will be some challenges along the way.

They are also...

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Diversification Strategies for Your Portfolio

Many investors know they should diversify, but what is the best way to do so? Bruce and Peg outline why it’s advantageous to have a diversified portfolio and...

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Pros & Cons of Owning a Vacation Home

Bruce Helmer joined Jason DeRusha and Matt Brickman to discuss the pros and cons of owning a vacation home in the August 1, 2017 edition of WCCO-TV’s “Mid-Morning."

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