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

3 Moves to Make in the First 3 Years of Retirement

We recently wrote about the importance of planning in the years leading up to your retirement. But once you retire, that doesn’t mean the importance of...

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Personal Tax Implications of the Minnesota Omnibus Tax Bill

On May 30, 2017, Minnesota Governor Mark Dayton signed an omnibus tax bill to take effect during the 2017 tax year. This legislation makes a number of changes...

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5 Money Moves to Make in the 5 Years Before You Retire

There’s a lot to do in the years leading up to retirement to better ensure you’re ready to retire. Bruce and Peg will tell you the five moves you need to make...

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Can You Save Too Much Money?
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Should You Use Your 401k to Pay Off Your Mortgage?

Should You Use 401k to Pay Off Mortgage?It’s a common goal for people to want to pay off their mortgage in an accelerated manner. This goal is usually based around two underlying rationales.

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