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Resource Library

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

How to Prepare for Tax Season Under New Tax Laws

The 2017 Tax Cuts and Jobs Act affected nearly all taxpayers and could mean that your filing strategy should change, too. Bruce and Peg talk through the items...

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Retiring in 2019? Here's What You Need to Know
2 minute read

The year is coming to an end and a new year means new opportunities and new goals for 2019. For some of you, one of your goals might be entering retirement....

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Considerations for New Snow Birds This Year

Are you one of those people who is hoping to escape the winter weather as a retiree and spend the snowy season down south? Bruce and Peg give you a list of...

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Why You Should Saver Smarter, Not Harder for Retirement
2 minute read

If you’re like many Americans who are counting down the days until retirement, it’s likely that you’ve already been saving and we commend you for doing so....

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What You Need to Know About Tax Reform 2.0 and Your Wealth
What You Need to Know About Tax Reform 2.0 and Your Wealth

Tax reform is still in the headlines, but how likely is it that changes will continue after the recent election? And how will the new tax laws impact you and your wealth? Brian Vnak explains.

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Free Guidebook  11 Retirement Realities You Need to Know Download
Free Guidebook  5 Smart Tactics for a Low-Tax Retirement Download