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Monthly Archives: September 2013

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Retirement Investing 101: 401(k) Withdrawals and Loans

This is the ninth 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 10. A few months ago, a client mentioned her plan to take a withdrawal from her 401(k) account to pay off her debt in full. I immedia...

Retirement Investing 101: Annuities

This is the eighth 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 9. Annuities: these are a complicated species. An annuity is a contract between an investor and the insurance company. There are tw...

Retirement Investing 101: All About Bonds

This is the sixth 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 7. As promised, we’ll be learning about bonds today. Bonds are considered to be conservative investments, which means that while the...

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