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.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

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

More Calculators →

Child Tax Credit for 2021: Will You Get More?

This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.

HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

Your Business: New Rules for Writing Off Restaurant Meals

The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

When Two Goals Collide: Balancing College and Retirement Preparations

This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

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