INB Wealth

Phased Retirement Can Help Smooth the Transition A gradual approach to retirement can be a positive experience for employees, employers, and customers.

Planning for your family’s future starts today.

Chad and Jill are balancing everyday expenses while looking ahead to their children’s education. With the right strategy, you can support both today’s needs and tomorrow’s goals, and INB Wealth is here to help you every step of the way.

Estate planning is about more than transferring assets. It can help ease stress, reduce complications, and provide guidance for loved ones when they need it most.

Thank you to Logan Gigl, an Osaic Institutions Investment Advisor Representative for INB Wealth Financial Services, for sharing insight on the importance of planning ahead.

* We do not provide legal or tax advice. Consult your legal and/or tax advisor.

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.