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Monthly Archives: September 2013

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Retirement Investing 101: 401(k) Company Matching

This is the final post in our Retirement Investing 101 series written by Amanda Smith, Client Services Specialist at CESI. Check out¬†Part 1. During my tenure at Fidelity Investments as a Retirement Representative, I would receive calls from employees who opted out of participating in their company‚...

Retirement Investing 101: The IRA and Roth IRA

This is the fourth post in our Retirement Investing 101 series written by Amanda Smith, Client Services Specialist at CESI. Check out Part 1 or continue on to Part 5. We have two more savings vehicles to review where you can really maximize your retirement savings so that you can do those extra th...

Retirement Investing 101: Mutual Funds

This is the seventh post in our Retirement Investing 101 series written by Amanda Smith, Client Services Specialist at CESI. Check out Part 1, or continue on to Part 8. Welcome to the wonderful world of mutual funds! The basic definition of a mutual fund is a pool of money gathered by many inves...

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