Tag Archives: 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...

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...

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...