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.

Cost of Retirement

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

Net Worth

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Rain, Sleet, Snow — and Lawsuits?

Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.

Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?

Consider REITs for Income and Diversification

Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.

Prices and the Economy

Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.

More Newsletters →