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Category Archives: Retirement Investing 101

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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...

Retirement Investing 101: Roth 401(k)

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...

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