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.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

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

LTCI Cost of Waiting

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

Choosing and Using a College Checking Account

Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform

The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.

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