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.

Tax-Deferred Savings

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Weighing a Wider Range of Health Plan Options

Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?

Some Small Companies Facing Tariff Troubles

Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.

Inflation Protection for Investment Dollars

Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

Do You Need a Power of Attorney?

Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.

More Newsletters →