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.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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 →

SRI Investing: Not Just for Stocks

Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

Watch Out for Scams That Target Businesses

Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?

A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

More Newsletters →