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.

IRA Eligibility

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

Required Minimum Distributions

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Pick Your Plastic: Debit or Credit?

Some pros and cons for the use of credit cards versus debit cards for purchases.

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.

Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

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