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.

Federal Income Tax

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Risk Tolerance: Stress-Test Your Portfolio…and Yourself

Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?

An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.

Interest Rates and the Economy

Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?

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