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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

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

More Calculators →

A Wealth of Information: How to Read a Mutual Fund Prospectus

Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

Four Reasons to Review Your Life Insurance Needs

This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.

Life Insurance Living Benefits

In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.

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