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.

LTCI Cost of Waiting

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

Impact of Inflation

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Your Business: Could You Benefit from a Roth Conversion in 2020?

This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

Stock Market Risks in the Spotlight

Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.

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?

Passive, Active, or Both?

Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.

More Newsletters →