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Financial Planning: An Introduction to Four Planning Areas
The first step in getting help with financial planning is deciding which area of your finances needs attention.
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Planning For Retirement? Who, ME? Yes, You!
Planning For Retirement? Who, ME? Yes, You! When to Start Planning
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Life After Debt: How to Live a Debt-Free Lifestyle
Check out these tips on life after debt to help you stay on track and start living a responsible, fun debt-free lifestyle.
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How to Pay Off Debt and Save Money
Paying off debt is important for building financial security and wealth, but so is saving money for emergencies and retirement. Find out how to do both.
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Retirement Investing 101: The Benefits of Saving Early
This is the tenth 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 11. Today I’ll be talking with you about the benefits and importance of investing early. Okay, I know that when you are in your twenties you are just starting […]
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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’s 401(k). These calls were my biggest pet peeve, […]
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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 things (traveling? spoiling the […]
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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 investors to purchase a wide variety […]
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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 them. A Roth […]
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Retirement Investing 101: Am I On Track?
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 necessary to review, though it’s impossible to […]