Invest in Your Future

Take a proactive approach to your personal financial situation. Use the tools in our Investment Resource Center to gain a better understanding of many financial concepts including:

  • Insurance
  • Investing
  • Retirement
  • Estate Planning
  • Wealth Preservation
  • And More

We’re here to help educate you about the basic concepts of financial management. Schedule a no cost, no obligation appointment with a financial consultant. Our consultants can help you determine your individual risk tolerance and investment goals. Call 608-232-5000 or 800-533-6773, ext. 2468 to set up an appointment.

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

New Fed Policy Suggests Low Rates for the Long Term

The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.

Your Business: Reasons to Keep Personal and Business Finances Separate

Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.

HOT TOPIC: Rising Inflation: Where Will It Go from Here?

Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?

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