INB Wealth

09/01/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

08/31/2026

Life insurance is about more than preparing for the unexpected. It can also be an important part of your overall financial plan.

From helping provide financial security for loved ones to supporting estate planning and leaving a legacy, understanding how your policy fits into the bigger picture can help you plan with purpose.

Our INB Wealth team can help you think ahead and explore how life insurance may fit into your long-term financial goals.

08/28/2026

Meet Amy L. Barnes, AWMA®, Osaic Institutions Investment Advisor Representative, VP, INB Wealth!

For the past seven years, Amy has enjoyed being part of a team that shares her commitment to putting clients first. She finds fulfillment in helping individuals and families work toward important financial milestones through personalized planning and trusted guidance.

When she’s not helping clients plan for the future, Amy enjoys staying active, visiting Café Moxo for lunch, and dreaming about an extended trip through Greece, Italy, Spain and France.

08/27/2026

Turning 18 is a big milestone for your child, and for you as a parent.

As they step into adulthood, some of the ways you’ve managed or helped with important decisions may change. That makes this a great time for families to talk about money, responsibilities and the plans that can help everyone navigate this next stage.

Growing up comes with more independence. A little preparation can help your family be ready for it.

08/25/2026

Index funds offer a simple, cost-effective way to participate in the markets, but not all funds are so simple.

08/24/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/23/2026

When you picture retirement, what do the years before it look like?

Maybe you want more time for family, the freedom to travel, an opportunity to pursue something new or simply more control over your schedule.

Those goals can be just as important to your financial plan as the day you officially retire.

Whatever you envision for your next chapter, planning ahead can help you prepare for it.

08/21/2026

There’s a lot to think about while raising a family, and planning for the future is one piece that can be easy to put off.

While your child is still young, it can be a good time to consider how your financial plans, accounts and protections align with the future you’re building for them.

A little preparation today can help create a stronger financial foundation for the years ahead.

08/17/2026

The clock starts ticking sooner than you think. If you have a new child, you have about 18 years to prepare for potential college expenses.

Starting early can give your savings more time to grow. An education savings account may also offer tax advantages while helping you build toward an important financial goal. Talk with INB Wealth about creating a strategy for your family’s future.