Fact-Based Investing

09/02/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

09/01/2026

Required minimum distributions (RMDs) can become a major retirement income event. Traditional IRAs and many workplace retirement plans cannot simply be left untouched indefinitely. At a certain age, retirees generally must begin taking...

08/31/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

08/28/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

08/27/2026

A bridge strategy uses retirement savings to create income during the years before Social Security begins. For example, someone may retire before claiming Social Security and use IRA or 401(k) withdrawals to cover living expenses for a...

08/26/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

08/25/2026

Taxes can quietly change the picture of retirement income. Many retirees know that traditional IRA and 401(k) withdrawals are generally taxable, but they may not realize that those withdrawals can also affect how much of their Social...

08/24/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

08/21/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

08/20/2026

Ready to Build a Smarter Retirement Income Plan?
Your Social Security decision is one of the most important financial choices you’ll make — and coordinating it with your 401(k), IRA, pension, and part time income can add tens of thousands

Ready to Build a Smarter Retirement Income Plan? Your Social Security decision is one of the most important financial choices you’ll make — and coordinating it with your 401(k), IRA, pension, and part-time income can add tens of thousands of dollars to your lifetime retirement.