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.

Impact of Inflation

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

Life Insurance

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Illinois Highlights Credit Risk

A look at the tax advantages and credit risks associated with municipal bond investments.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

Seven Classic Investing Quotes

Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

Equity REITs and Rising Rates

Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

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