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Resource Library

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

Is The $1.5 Billion Lottery Winner Better Off Thanks to Tax Reform?
4 min read

Sometimes luck works in your favor and other times, not so much. Both extremes were on display during October as investors witnessed a 10 percent pullback in...

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Give the Gift of Estate Planning to Loved Ones This Holiday Season
2 min read

We know what you may be thinking. Estate planning can be morbid and no one wants to think about the end of life during the holiday season, but that’s all the...

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Ways to Minimize Your Holiday Spending


The holiday season is meant to be spent spending time with family and friends, but are you spending more time worrying about how you’ll pay off your credit...

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

New Years-152891-edited

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. It’s an exciting transition, but one that requires careful planning to ensure you’re prepared and will have a successful retirement.

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Free Guidebook  RealityCheck - Will Your Retirement Income Last? Download
Free Guidebook  5 Smart Tactics for a Low-Tax Retirement Download