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.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

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

More Calculators →

Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?

A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.

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?

More Newsletters →