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.

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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Savings Goals

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

LTCI Cost of Waiting

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

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Considering Preferreds? Proceed with Caution

Considering investing in preferred stocks? This overview examines the risks and potential benefits.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

A Quick and Dirty Guide to Credit

Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.

HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?

This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.

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