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.

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.

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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

Looking Back, Looking Ahead

See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

IPOs: Consider the Risks Behind the Hype

Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.

More Newsletters →