INT Wealth Planning

10/15/2026

Lilo & Stitch is a kids' movie about a little girl, her sister, and an alien who turns their world upside down. But when you watch it as a dad and financial planner, it lands differently.

Lilo’s parents die suddenly. Her older sister, Nani, becomes her guardian overnight. She’s not unfit, just unsupported.

No life insurance. No financial cushion. Just long hours, dead-end jobs, and the fear of losing her sister to child protective services.

What hit me hardest:

- One policy could’ve bought time, space, options
- Nani could’ve pursued stable work or education
- They could’ve grieved, instead of scrambling

As planners, we talk a lot about numbers. But this is about people. About what it feels like to be left behind—not just emotionally, but financially.

Life insurance isn’t about wealth. It’s about protection, flexibility, and keeping families together when everything else falls apart.

Thinking about these questions now can make all the difference later. Let’s walk through it together and build a plan that fits your life today.

10/13/2026

Your estate plan is your roadmap for the future. Without one, the courts make the decisions for you. Taking a few simple steps now can help ensure your wishes are honored and your loved ones are spared unnecessary complications.

Estate planning isn’t just about wealth—it’s about making things easier for your loved ones and ensuring your wishes are followed. Learn the three essential building blocks of a

10/12/2026

Your retirement plan doesn't need to be perfect. It needs to be flexible enough to recalculate when life sends you off course, because it will. 🎯 https://www.intwealthplanning.com/blog/retirement-planning-gps-approach?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Worried a financial detour has knocked your retirement off course? See how the right planning approach helps you recalculate and keep moving forward.

10/08/2026

Your retirement plan isn't broken because you missed a few turns. It's broken if it can't recalculate when you do.

Most people treat retirement like a straight road. Stay on the path, hit every milestone, and you'll arrive on time. But life doesn't work that way, and plans built on that assumption tend to fall apart the first time something unexpected happens.

A GPS doesn't panic when you miss a turn. 🗺️ It just finds the next best route.

That's exactly how retirement planning should work. Your income changes. The market shifts. The kids cost more than you budgeted for. A good plan accounts for all of it, not by predicting the future, but by building in the flexibility to adjust when the road changes.

The real mistake isn't missing a turn. It's not having a plan that knows how to recalculate.

What does your plan do when life throws a detour?

10/06/2026

What does Lilo & Stitch have to do with life insurance?

💡 A lot more than you think. Learn why this animated classic offers a powerful financial lesson.

When Lilo and Nani’s parents died without life insurance, the emotional burden was compounded by financial instability. This blog explores how their story mirrors real challenges

10/05/2026

Estate planning isn’t just about assets - it’s about clarity, control, and reducing stress for your loved ones. Here are three key steps to building a solid plan:

✅ Review Titles & Beneficiaries - Ensure accounts have correct titles and beneficiary designations to avoid probate and simplify management.
✅ Establish Key Documents - A will, power of attorney, and healthcare directive help ensure your wishes are honored.
✅ Consider a Trust - Trusts provide control over how and when assets are distributed, avoiding probate delays.

10/01/2026

What does your financial lineup look like? Just like football, every player (and plan) has a role. 🏈 If one piece is off, the whole strategy can fall apart. Take a closer look at how to build your winning team. https://www.intwealthplanning.com/blog/building-your-financial-lineup-every-position-matters?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

10/01/2026

October is Financial Planning Month. 📈 Thoughtful steps today can shape tomorrow’s success.

09/29/2026

In football, a quarterback with no protection is just one blitz away from disaster. 💥In finance, it's the same. Without the right safeguards in place, one unexpected event can throw your entire game plan off course.

You might have solid investments or a clear retirement target. But if your protections aren’t aligned - like insurance, estate planning, or income buffers - it only takes one “sack” to stop your progress cold.

When things go wrong, the gaps become obvious. The play breaks down. The ball gets fumbled.

And you realize it’s not about individual moves; it’s about how the whole team works together.

👉 Your financial plan needs protection, coordination, and adaptability to stay on the field and keep moving forward.

💬 What part of your plan do you think gets overlooked most? I’d love to hear.

09/28/2026

Paying too much for health insurance isn't always about the premium. 💡🩺 The right plan depends on how your family actually uses healthcare. Read what to compare before making your next enrollment decision.

Your family's healthcare needs change over time. Learn how to compare health insurance plans that align with both your medical and financial goals.