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.

Cash Flow Analysis

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

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

More Calculators →

College Savings: Roth or 529 Plan?

Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

Medicare Open Enrollment

This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.

Coping with a Labor Shortage

As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.

Need to Tap Your 401(k)? Proceed with Care

Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

More Newsletters →