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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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.

IRA Eligibility

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

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

A New Look at Old Retirement Savings Guidelines

Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

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