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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Impact of Inflation

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Early Retirement and Your Tax-Deferred Savings

Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

Is It Time to Step Up Your Digital Marketing?

Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?

What’s Required of the Executor of an Estate?

Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.

Playing Defense: Three Stock Strategies to Help Control Risk

This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.

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