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.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

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

More Calculators →

Debit or Credit? Pick a Card

Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.

Do ETFs Belong in Your Portfolio?

Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?

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.

Full House: Adult Children Coming Home

If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.

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