INB Wealth

Market Week: May 25, 2026 (Video) See key market data for the week ending May 22, 2026.

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

Blending families comes with big life moments, and important financial decisions.

From combining assets to planning for the future, Tim and Sheila’s story is a reminder that having the right plan in place can make all the difference. INB Wealth is here to help you navigate every step with confidence.

Time for a Financial Cleanup: Organizing Your Financial Records An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

Rollovers from Employer Retirement Savings Plans: Factors to Consider There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where yourrollover dollars should go if you decide to make a rollover. Always (1) ask about possible surrender charges that may be imposed byyour existing emp...

Will Crypto Make an Appearance in Your 401(k) Plan? Government and industry debate adding cryptocurrency to workplace retirement plans.

Happy 529 Day!

Think 529 plans are just for college? Think again. Save smarter and plan ahead with INB Wealth.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through a 529 plan. Before investing in any state's 529 plan, investors should consult a tax advisor.

Blockchain Isn't Basic: Here's Why You Should Wrap Your Head Around It Anyway What is blockchain, and why does it matter?

Business Continuation Planning: eGuide You've worked hard to build a successful business, but have you worked as hard to ensure it continues beyond your retirement, possible disability, or death? Unfortunately, we cannot know what the future has in store, so it's wise to prepare for a range of possibilities.

You've done the hard work. Now come the fun choices.

A life well-lived doesn't have to be extravagant. One moment you may crave that favorite food from childhood, the next an elegant wine at a table under the stars, and finally a chef-inspired dream you talk about for years to come. There are no wrong answers to how you experience joy. Only the freedom to celebrate the way you deserve, thanks to the good decisions you've made along the way.

Savor every bite. You've earned it.