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.

Life Expectancy

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

College Funding

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

Federal Income Tax

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

More Calculators →

Online Shopping Tips

As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

Clarifying Tax Deductions for Meals and Entertainment

Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

Succession Plans Often Hinge on Reliable Valuation

Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

Retirement Planning: How Secure Is Social Security?

View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.

More Newsletters →