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Home Building

Building a Home?

Make Sure You’re Covered with this Home Building Checklist

The decision to build the home of your dreams is an exciting one. But, it’s important to know just how many steps – and costs – can be associated with the entire process. Thankfully, the right team can help you navigate the journey to make sure you’re on track to get into the home that you’ve always dreamed of. … LEARN MORE

Moving Couple

Achieving Your Financial Goals through Home Equity

What to know about incorporating home equity into financial planning in the year ahead

For many, home renovation plans are among the first major considerations as spring fast approaches. And regardless of whether your plans entail one big project or rather access to a line of credit as you need it, home equity is one resource that can help get you there. ... LEARN MORE

Asian Mother and Daughter

It’s Not Too Late: Set Your Yearly Financial Goals

Set the Right Financial Goals for Yourself in the Year Ahead

While the traditional time for making New Year’s resolutions may have come and gone, it’s not too late to set goals for yourself – especially when it comes to your finances. Whether you’re looking to set some basic objectives for yourself to help you reach a savings goal, or looking to take the right steps to help you get set up for your future, now is the time to take a step back and hit reset. ... LEARN MORE

Diverse Friends

Widening the Focus

Understand the importance of taking a big-picture view of your finances

It’s no secret that millennials are taking over. If you fall into this generation, you’ve most likely heard all of the stereotypes and opinions about what makes you and your peers different from your predecessors. While most of these are gross generalizations rather than cold and hard truths, one trait is becoming increasingly difficult to deny. ... LEARN MORE

Diverse Friends

Giving Credit Where Credit’s Due

Why it pays to understand your credit score and build good credit for your future

Did you know just one number could change the direction of your financial future? That number is your credit score – a rating that indicates your standing as a borrower and greatly influences a lender’s decision to extend credit to you. A good credit score provides increased opportunities to... LEARN MORE

Safe Deposit Box

Beyond the Cloud: Protecting Physical Assets with Safe Deposit Boxes

How to make safe deposit boxes work for your lifestyle

Online storage may protect you from complete devastation if some of your files go missing. However, what would you do if you lost the necklace your grandmother gave you, the deed to your first house or hard copies of family photos passed down to you? ... LEARN MORE

Hispanic Family

Taking a Long-Term View at an Early Age

Understand the value of buying a home vs. renting for building long-term wealth

What is the right move for you, and when? It’s important to get smart about the positives – and challenges – of renting or buying a home to understand the best option for you at the right life stage... LEARN MORE

African American Family and House

Community Banks Make Customer Education of New Regulations a Priority

What Wisconsin Homebuyers Need to Know About TRID

If you’ve purchased or refinanced a home after October 3, 2015, you’ve been affected by the TILA-RESPA Integrated Disclosure (TRID) Rule, and chances are you probably didn’t realize it. The new rule offers... LEARN MORE

Hispanic Family and House

Pre-approved and Ready to Go

Why the Mortgage Pre-approval Process Can Set You Up for Success When Buying a Home

With a larger number of buyers looking to purchase a smaller number of homes, it’s more critical than ever to enter the home buying process armed with the knowledge and tools needed to land your dream home. This can start with... LEARN MORE

Young Professionals

When It Comes To Saving For Your Future, Less Can Be More

Learn the importance of consolidating your retirement accounts

As a young professional, are you thinking about the retirement savings you need today to plan for the future? If not, you’re not alone.  While you are certainly years – rather, decades – away from retirement, it’s critical to take a look at your... LEARN MORE


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Upcoming Events

Tuesday, September 12, 2017

Get Your Kicks Hark back to the nostalgic time of traveling the open road with the ‘Mother Road Memories’ tour along a portion of America’s famous highway - Route 66 - with numerous stops at points of interest along the way.

Wednesday, July 26, 2017

Rushing Waters Enjoy a short ride over to Rushing Waters Fisheries located at the edge of the Southern Kettle Moraine Forest in Palmyra, WI to learn about the fascinating world of aquaculture and enjoy lunch at the famous Trout House Restaurant.

Wednesday, August 16, 2017

Ethnic Wisconsin Beer and Cheese - two of Wisconsin’s ethnic legacies! Visits will include Minhas Brewery and The Herb & Helen Haydock World of Beer Memorabilia Museum in Monroe, and then lunch and shopping in New Glarus.