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IFP Insights


Personal Portfolios: The What and Why of Positive Psychology Thumbnail

Personal Portfolios: The What and Why of Positive Psychology

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.

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Find That Lost 401(k)! Thumbnail

Find That Lost 401(k)!

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

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The Pros and Cons of Early Retirement Plan Rollovers Thumbnail

The Pros and Cons of Early Retirement Plan Rollovers

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

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