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.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

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.

Impact of Inflation

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

More Calculators →

Are Value Stocks Poised for a Comeback?

Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.

Watch Out for These Financial Pitfalls in the New Year

Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.

Sequence Risk: Preparing to Retire in a Down Market

This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

HOT TOPIC: Rising Inflation: Where Will It Go from Here?

Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?

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