INB Wealth Strategies

INB Wealth

2601 Chatham Road Springfield, IL 62704-4185

Phone:

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Roth IRA Conversion

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