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.

Required Minimum Distributions

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Net Worth

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

IRA Eligibility

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

More Calculators →

Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?

A look at the relationship between oil and gas prices, and how global factors have driven up prices at U.S. fuel pumps.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

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