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.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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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.

Three Regrets of Retirees

More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

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.

Steps to Executing an Exit Strategy

Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.

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