INT Wealth Planning

06/02/2026

Your 401(k) could be one of your most valuable assets - are you managing it wisely? A simple check-up can help you maximize returns and avoid unnecessary fees. Find out what to review today.

A neglected 401(k) could cost you thousands. Regular tune-ups help you avoid costly mistakes and maximize your retirement savings. Find out what to check today!

06/01/2026

Changed jobs a few times? 🧳 You might have retirement money you’ve forgotten about. Discover why this matters for your long-term goals and what you can do now. https://www.intwealthplanning.com/blog/dont-leave-retirement-money-behind-how-to-track-down-old-401ks?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

05/28/2026

Not sure where to start with couple's financial planning? 🤷‍♂️🤷‍♀️ Try a money date to get on the same page and plan your future together. Whether it’s planning for retirement or saving for a dream vacation, find out how to discuss it all on your next date night.

https://www.intwealthplanning.com/blog/how-couples-can-benefit-from-regular-money-dates?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

05/26/2026

When kids move out, parents often encounter big obstacles. Here are seven common but avoidable money missteps empty nesters make.

Watch out for these financial pitfalls when the kids fly the coop

05/25/2026

A well-maintained 401(k) can be a powerful tool for retirement, but it needs regular attention. Here’s how to give yours a quick tune-up:

🛠️ Maximize contributions - Ensure you’re getting your full employer match and consider increasing by 1% annually.
🛠️ Review investments - Align your portfolio with your risk tolerance and rebalance periodically.
🛠️ Watch out for fees - High costs can eat into returns, so opt for lower-fee funds when possible.
🛠️ Leverage catch-up contributions - If you’re 50+, take advantage of additional savings opportunities.

Regular check-ins can keep your retirement savings on track. When was the last time you reviewed yours?



https://www.intwealthplanning.com/blog/401k-tune-up-steps-to-optimize-your-retirement-savings?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

05/25/2026

Today, we remember those who gave everything for our freedom. Let’s honor their legacy with gratitude and reflection. and sacrifice.

05/21/2026

Your goals aren’t the problem. It’s your system. 🛠️ Discover how SMART ASS goals (yes, really) help you build a plan that sticks. Find out why mindset, support, and structure matter more than motivation. https://www.intwealthplanning.com/blog/beyond-smart-goals?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

05/19/2026

As wealth grows, so does liability exposure. Many affluent families never adjust their coverage to reflect that shift. The risk is not obvious until a serious claim tests the limits. Here’s how to make sure your protection keeps pace. ☔🏡

Liability insurance plays a critical role in protecting family wealth. See why reviewing your coverage is essential as assets and responsibilities grow.

05/18/2026

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 strong estate plan.

05/16/2026

We salute the brave men and women who serve and protect our nation. Thank you for your dedication and sacrifice.