Tag: retirement

  • Retirement Investing 101: 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 have no idea what a stock or […]

  • 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 immediately went into ‘protective […]

  • 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 two different types of annuities, fixed and variable. Fixed annuities […]

  • 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 they have the potential to increase your principal balance, […]

  • Retirement Investing 101: The 401(k)

    This is the second 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 3. Now, what is a 401(k) and why is it so important to have one? Simply put, a 401(k) is an employer-sponsored retirement savings plan – or an account your […]