INB Wealth

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INB Wealth Securities offered through Osaic Institutions, Member FINRA/SIPC Securities offered through Osaic Institutions, Inc., Member FINRA/SIPC.

INB Wealth is a trade name of INB, NA. Osaic Institutions and the INB, NA are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank/credit union or any affiliate. These products are subject to investment risk, including the possible loss of value.

Get Smart About Credit Day is a great reminder about the importance of healthy credit behaviors! If your credit is a mes...
10/16/2026

Get Smart About Credit Day is a great reminder about the importance of healthy credit behaviors! If your credit is a mess, start today with the task of putting it back in order.

Financial planning isn’t just about where you are today. It’s about preparing for what comes next.Whether you’re approac...
10/09/2026

Financial planning isn’t just about where you are today. It’s about preparing for what comes next.

Whether you’re approaching a new stage of life, adjusting your priorities or working toward long-term goals, having professional guidance can help you look at the bigger picture and make informed decisions along the way.

Connect with an INB Wealth financial professional to start the conversation.

Estate planning isn’t just about what you leave behind. It’s about making thoughtful decisions today for the people and ...
10/07/2026

Estate planning isn’t just about what you leave behind. It’s about making thoughtful decisions today for the people and priorities that matter most.

From reviewing your assets and your family’s financial needs to preparing for long-term care and wealth transfer, an estate plan can help ensure your wishes are considered.

Connect with an INB Wealth advisor to start the conversation about your financial goals.



Neither Osaic Institutions nor any of its representatives may give legal or tax advice. Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and INB are not affiliated. Products and services made available through Osaic Institutions are not FDIC insured, are not deposits or obligations of nor guaranteed by INB, and are subject to investment risk, including the possible loss of value.

You’ve worked hard to build toward retirement. Now it’s time to think about what you want those years to look like.Wheth...
10/05/2026

You’ve worked hard to build toward retirement. Now it’s time to think about what you want those years to look like.

Whether retirement is right around the corner or still a few years away, reviewing your 401(k), investments and pension can help you prepare for the lifestyle you’ve worked toward.

Connect with an INB Wealth advisor to start the conversation about your retirement goals.



Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and INB are not affiliated. Products and services made available through Osaic Institutions are not FDIC insured, are not deposits or obligations of nor guaranteed by INB, and are subject to investment risk, including the possible loss of value.

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cy...
10/01/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

Enrolling in Medicare is a big step. But it shouldn't be your last as far as healthcare is concerned. A set-it-and-forge...
09/25/2026

Enrolling in Medicare is a big step. But it shouldn't be your last as far as healthcare is concerned. A set-it-and-forget-it attitude can cost you more than you think. Plans change, as does your health. Now is the time to re-shop your healthcare choices and ensure you’re enrolled in the plan that best fits your needs.

https://www.nerdwallet.com/article/insurance/medicare/best-medicare-advantage-plans

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education...
09/23/2026

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education. On the other hand, the LLC offers a tax credit of up to $2,000 per tax return for any level of post-secondary education, including graduate courses, provided the taxpayer meets certain income requirements. This is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professionals to understand whether you might qualify for any tax credits before moving forward with AOTC or LLC.

09/18/2026

đź‘ŹA HUGE THANK YOU to INB Wealth! We are incredibly grateful to INB Wealth for their generous sponsorship of our Fall Fun with 5-0 event supporting Special Olympics Illinois!
Your support helps us create meaningful opportunities for Special Olympics Illinois athletes and allows us to continue building a community where everyone has the opportunity to participate, compete, and shine.
We are so thankful for businesses like INB Wealth that step up to support our athletes and our mission. Your generosity makes a difference!
Thank you, INB Wealth, for being part of the Fall Fun with 5-0 family!
We can't wait to celebrate with you!

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once th...
09/15/2026

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once that age is reached, your child can also use the money to pay for anything else. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

How much life insurance coverage might you need? It can be hard to know where to start.Our online Life Insurance Calcula...
09/11/2026

How much life insurance coverage might you need? It can be hard to know where to start.

Our online Life Insurance Calculator makes it easy to explore your needs based on your unique situation. Whether you’re thinking about protecting your family, your business or what you’ve worked hard to build, it’s a simple first step toward understanding your options.

Try the calculator today:
https://www.inbwealth.com/learning_center/calculators/life_insurance

Have questions? The INB Wealth team is here to help.

Address

2601 Chatham Road
Springfield, IL
62701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12176791676

Website

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