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.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

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

Cost of Retirement

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

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.

More Calculators →

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

Consider a Roth for Tax-Free Retirement Income

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

An Introduction to Trusts

A properly constructed trust can serve many purposes for families — and not just for the wealthy.

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.

More Newsletters →