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Resource Library

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

Commonly Asked Social Security Questions

 

Today, Rhonda Whitenack from the Social Security Administration joins the show to talk about commonly asked social security questions with Bruce Helmer. 

...

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Top Unexpected Costs in Retirement

 

Retirement is expensive. Overall, we’d say that’s common knowledge. But knowing that doesn’t mean we’re properly prepared, or that we know what exactly to...

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Don't be Fooled: Avoid Scams and Identity Theft

Are you protected from scammers and identity thieves? Bruce talks to former FBI agent Jeff Lanza about how to avoid scams, protect your identity and your...

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How to Get More From Your Financial Advisor

As a financial advisor, I’m often fielding questions from new clients about their investment accounts, the stock market and my role as a fiduciary. This are...

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Surprised By Your Tax Return? Why Everyone Needs A Tax Strategy
Surprised By Your Tax Return? Why Everyone Needs A Tax Strategy

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By now, most of us have filed our taxes and many have already gotten their returns back in the mail. Is your return what you were expecting? If not, these could be some of the reasons.

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Free Guidebook

4 Vital Strategies to Keep Every Social Security Dollar You Deserve

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Free Guidebook

5 Baby Boomer Strategies for Pursuing Retirement Success

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