IFP Insights

Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.

One in four Gen Z employees face a precarious financial reality, risking their ability to build a secure future. Crushing student loan debt, stagnant wages, and lack of financial wellness leave them teetering on a tightrope.

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

By championing holistic financial wellness initiatives, HR managers can empower employees to take control of their finances and reduce stress in general.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

Our study yielded several key takeaways with significant implications for financial wellness programs. From the importance of financial preparedness to the impact of personality on stress variation, these insights underscore the critical role of tailored financial strategies in mitigating stress and enhancing overall financial wellness.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

Employee financial wellness also goes beyond just higher wages. It also includes benefits like retirement plans, insurance benefits, financial wellness programs, and even stock ownership plans.

Much of investing has historically been driven by what people do not want to invest in. We believe that in order to help people be happier, the focus should be more balanced. Our four financial personality traits (Purpose, Security, Touch, Viewpoint) encompass these different dimensions to help people understand what approach to their finances will help them feel more fulfilled.