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Retirement Investing 101: The IRA and Roth IRA

saving for retirement

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

saving for retirement

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...

Retirement Investing 101: Roth 401(k)

saving for retirement

This is the third 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 4. Do you know the benefits of having a Roth 401(k)? Many people are not sure what exactly a Roth 401(k) is and how it can benefit th...

Retirement Investing 101: Am I On Track?

on track with retirement savings

This is the eleventh 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 12. How do you know if you are on track toward having enough money saved for retirement? This is a very difficult question but nec...

Retirement Investing 101: Investing in Stocks

investing in stocks

This is the fifth 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 6. Investing. Some people feel excited by this word while others fear it. Investing can be very confusing, especially for those who ha...

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