INT Wealth Planning

10/06/2026

What does Lilo & Stitch have to do with life insurance?

💡 A lot more than you think. Learn why this animated classic offers a powerful financial lesson.

When Lilo and Nani’s parents died without life insurance, the emotional burden was compounded by financial instability. This blog explores how their story mirrors real challenges

10/05/2026

Estate planning isn’t just about assets - it’s about clarity, control, and reducing stress for your loved ones. Here are three key steps to building a solid plan:

✅ Review Titles & Beneficiaries - Ensure accounts have correct titles and beneficiary designations to avoid probate and simplify management.
✅ Establish Key Documents - A will, power of attorney, and healthcare directive help ensure your wishes are honored.
✅ Consider a Trust - Trusts provide control over how and when assets are distributed, avoiding probate delays.

10/01/2026

What does your financial lineup look like? Just like football, every player (and plan) has a role. 🏈 If one piece is off, the whole strategy can fall apart. Take a closer look at how to build your winning team. https://www.intwealthplanning.com/blog/building-your-financial-lineup-every-position-matters?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

10/01/2026

October is Financial Planning Month. 📈 Thoughtful steps today can shape tomorrow’s success.

09/29/2026

In football, a quarterback with no protection is just one blitz away from disaster. 💥In finance, it's the same. Without the right safeguards in place, one unexpected event can throw your entire game plan off course.

You might have solid investments or a clear retirement target. But if your protections aren’t aligned - like insurance, estate planning, or income buffers - it only takes one “sack” to stop your progress cold.

When things go wrong, the gaps become obvious. The play breaks down. The ball gets fumbled.

And you realize it’s not about individual moves; it’s about how the whole team works together.

👉 Your financial plan needs protection, coordination, and adaptability to stay on the field and keep moving forward.

💬 What part of your plan do you think gets overlooked most? I’d love to hear.

09/28/2026

Paying too much for health insurance isn't always about the premium. 💡🩺 The right plan depends on how your family actually uses healthcare. Read what to compare before making your next enrollment decision.

Your family's healthcare needs change over time. Learn how to compare health insurance plans that align with both your medical and financial goals.

09/24/2026

Paying too much for health insurance isn't always about the premium. 💡🏥

Many families focus on the monthly payment because it's the easiest number to compare.

The challenge comes later. Higher deductibles, provider restrictions, or prescription costs can change what a plan really costs over the course of the year.

Open enrollment is an opportunity to look at the full picture and choose coverage that aligns with both your healthcare needs and your financial goals.
A thoughtful comparison today may help you avoid surprises later and feel more confident in your decision. 📅

What factors matter most to you when selecting a health insurance plan?

09/22/2026

Is your retirement plan ready for reality? 🎯 A 2-month practice run can reveal whether your strategy supports the lifestyle you want. Find out why this matters for peace of mind. https://www.intwealthplanning.com/blog/retirement-dress-rehearsal?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

09/22/2026

Crisp mornings, golden leaves, and a fresh new season. 🍂 The First Day of Fall invites us to slow down, reflect, and reset.