• 30 Tips to Celebrate 30 Years of Investor Education
    By Christina Kilroy
    September 3, 2019
    For 30 years, the ICI Education Foundation has pursued its mission to advance investor education by developing, delivering, and promoting investor education to a variety of audiences—from seniors, to African Americans, middle school students, high schoolers, retirement savers, the Hispanic community, and those new to the workforce.
  • Mind the Gap
    By Sarah Holden and Christina Kilroy
    July 22, 2019
    It’s a good idea to “mind the gap” if you’re traveling on the Tube in London, taking Amtrak in the United States, or riding Metro in Paris or Washington, DC. Being mindful of the space between where you are and where you’re going is important—not only when navigating public transit, but also when saving for retirement.
  • It’s 5/29—Are You Taking Full Advantage of College Savings Opportunities?
    By Sarah Holden and Christina Kilroy
    May 29, 2019
    Saving for an education is an important financial goal for millions of US households. In fact, nearly one-quarter of mutual fund–owning households indicate saving for educational expenses is one of their goals for their mutual fund investments.
  • 28 Trillion Smart Decisions on Saving for Retirement
    By Christina Kilroy
    October 22, 2018
    This National Retirement Security Week, find out how you can take one small, smart step toward a better financial future.
  • Popular 529 Savings Plans Expand to Reach Students of All Ages
    By Christina Kilroy
    May 29, 2018
    Today, on May 29—“5/29”—we mark 529 College Savings Day. Many people interested in saving for a child’s or grandchild’s future college costs are using targeted savings vehicles called 529 savings plans. The plans, which have grown in popularity over the past decade and a half as a way to save for a family member’s college expenses, may now also be used to cover tuition for elementary and secondary education.
  • Invest in Your Future Through an IRA
    By Christina Kilroy
    March 13, 2018
    Nearly 44 million US households invest and save for their future through individual retirement accounts (IRAs). If your household isn’t one, now is a great opportunity to join them. And if you are already saving in an IRA, there are some advantages that you may not be aware of—and that are worth knowing about as Tax Day approaches.
  • Autumn Air, Playoff Baseball, and…National Retirement Security Week
    By and Christina Kilroy
    October 17, 2017
    The baseball postseason is well underway and the air has finally turned crisp. Perhaps that’s why—as we’re marking National Retirement Security Week—our thoughts have turned to the words of Yogi Berra, the great New York Yankees catcher. He was credited with so many pithy, wise, and witty sayings that, in classic Berra style, he remarked, “I really didn't say everything I said.” Some quotes attributed to Berra, including the ones below, fit the theme of retirement like a hand in a well-worn baseball glove
  • A 529 Day Primer: Do You Know What State Your College-Savings Plans Are In?
    By Sarah Holden and Christina Kilroy
    May 29, 2017
    You might not know that May 29 is 529 College Savings Day, or even what a Section 529 plan is. But if you’re a parent or grandparent concerned about future college costs, the day presents an opportunity to learn how 529 savings plans can help you plan for—and pay for—your loved ones’ postsecondary education expenses.