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Resource Library

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

Federal Tax Reform By The Numbers

The Tax Cuts and Jobs Act of 2017 made some significant changes to tax law as we knew it. Here's a by-the-numbers recap of some of the biggest adjustments. 


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How The Recent Election May (or May Not) Affect Your Finances


With the 2018 midterm election behind us, Bruce and Peg talk about how the change in Washington could affect your finances.

Questions Answered Include: 

  • ...
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How to Avoid Isolation as a Retiree this Winter
2 minute read

A 2018 study by health services company, Cigna, found that almost half of all Americans experience loneliness and/or social isolation at least occasionally,...

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Is Medigap or Medicare Part C a Better Option for You?
2 minute read

We are currently in the thick of Medicare open enrollment, but what if you want a policy that will help cover co-payments or deductibles? This is where...

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Tech Mania: Is This 1999 All Over Again?
Tech Mania: Is This 1999 All Over Again?
4 min read


“Say two thousand, zero, zero, party over, oops, out of time.” 

With apologies to the late performer Prince, after a few weeks of market fluctuations kicked off by the technology sector, is anyone else getting flashbacks to the beginning of this century?

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Free Guidebook  RealityCheck - Will Your Retirement Income Last? Download
Free Guidebook  5 Baby Boomer Strategies for Pursuing Retirement Success Download