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.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Net Worth

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

Life Expectancy

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

Savings Goals

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

More Calculators →

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.

Taming Investment Taxes

Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

Hot Topic: The Ag Economy: Tough Times for Farmers in 2019

Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.

Rain, Sleet, Snow — and Lawsuits?

Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.

More Newsletters →