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.

Personal Inflation Rate

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Beyond Medicare: What Are Your Options?

A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

A New Look at Old Retirement Savings Guidelines

Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

Market Measures: Beyond the Dow

A description of the 5 market indexes that are often used as benchmarks to track various categories of investments.

HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt

Why federal budget deficits are rising, and what the current fiscal situation could mean for the future of the U.S. economy.

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