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Resource Library

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

3 Steps to Earn the Same Return with Less Risk

If you're skeptical about this headline, I completely understand. 

In our everyday course of business we are constantly assessing investments, and we abide by...

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How Tax Reform Will Simplify (And Complicate) Your Taxes

Editor's Note: This article was edited to provide clarity on changes to tax treatment of home equity loans.

One of the things Republican leadership promised...

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QCDs: Use This Tax Strategy to Get More From 2018 RMDs

This year marks the beginning of a new era in tax planning. The newly minted GOP tax reform plan is now in effect and it’s likely that your annual tax...

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6 Questions to Ask If You're Retiring in 2018


Retirement is one of the biggest lifestyle changes you’re likely to face. Bruce and Peg lay out 6 questions you should be asking your financial advisor if...

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How to Improve Your Financial Well Being


Every year we set New Year’s Resolutions about our health, but what about the health and well-being of your finances? Bruce and Peg talk financial well-being.

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Free Guidebook

4 Vital Strategies to Keep Every Social Security Dollar You Deserve

Free Guidebook

5 Baby Boomer Strategies for Pursuing Retirement Success