IFP Insights

The "4% rule" is a handy guideline for retirement income planning, but does it hold up? Learn more about the rule and whether it’s a good strategy for you.

August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.

Ever considered retiring early? Discover the perks, financial considerations, and surprising reasons why many are choosing to retire ahead of schedule.

Credit card debt has recently hit record highs due to a number of factors, including rising inflation. If you're in credit card debt, you're not alone. Here are some innovative strategies to help you manage your credit card.

You've imagined your dream retirement, but how can you know if you’ll be able to afford it? Estimating your Social Security benefits is an important component to any retirement plan.

You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early that no one talks about.

If you’re concerned about climate change, for example, you can invest in assets that support clean energy businesses. If you’re passionate about equality in the workplace, you can invest in companies with high scores for diversity and inclusion. Committed to your faith? We can help you build a portfolio that aligns with your faith's values and teachings.

Over the past 18-24 months, rising inflation and supply chain issues have increased the costs of property and auto insurance claims in the U.S. In this guest post, the Private Client Group at Marsh McLennan explains the current market for personal property and casualty insurance.

While both CFPs and RLPs possess substantial financial planning knowledge, the primary differences between the two designations lie in their areas of focus and specialization. A CFP's primary focus is centered on the technical aspects of financial planning. In contrast, a life planner takes a more holistic and client-centered approach, ensuring that each client's unique goals, values, and priorities are thoroughly integrated into their financial plan.