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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

More Calculators →

Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

Don’t Let a Disaster Keep the Lights Off Forever

As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?

Consider Market Caps for Diversification

2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.

Should You Pay Off Student Loans Early or Save More for Retirement?

Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.

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