INB Wealth Strategies

INB Wealth

2601 Chatham Road Springfield, IL 62704-4185

Phone:

Do You Have These Key Estate Planning Documents?

This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
FAFSA for 2025-2026 School Year Opens December 1

Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Housing Market Trends: Are They Helping or Hurting the Economy?

U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.