IFP Insights

We review the important details of student loan forgiveness and what you will need to do to make sure to qualify.

The top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

We explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

ESG investing, also referred to as sustainable investing, is a relatively new—and increasingly fashionable—concept in which investors selectively identify the companies they want to fund based not only on their financial performance but also on the way they interact with their employees, their communities, and the environment.

A recent survey from Bank of America has found that at 71%, the highest number of investors since 2008 expect further deterioration to occur before the global economy improves.

The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.

Understanding your appetite for risk—and how it can change over time—is important because it affects key investment decisions, such as whether to be more aggressive or conservative in your portfolio. In addition, an annual risk assessment can help you mitigate risk and ensure a happy and stress-free life in retirement.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was initially passed at the end of 2019, with many of the new rules immediately going into effect on Jan. 1, 2020. However, starting this year, a new mandate takes effect, and how the IRS is interpreting it may impact you and your beneficiaries moving forward.

Facing shifting consumer attitudes, increased geopolitical volatility, and mounting calls for environmentally-friendly solutions, the application of environmental, social, and governance (ESG) standards for socially conscious investing has become more popular than ever.

Religious beliefs have historically guided charitable giving. But they can also guide investment choices.