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.

Life Expectancy

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

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?

Getting Real About Retirement

This article features a worksheet and relevant information to help estimate retirement expenses and income.

Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

More Newsletters →