Image of an upset man
Planning Retirement Retirement Planning & Investments The CFS* Team

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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Mature couple looking at a laptop
Planning Retirement Retirement Planning & Investments The CFS* Team

Staying on Track with Your Retirement Investments

Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the basics and practicing. Investing for your retirement over the long term also takes a little knowledge […]

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Retirement planning by life stage
Planning Retirement Retirement Planning & Investments The CFS* Team

Retirement Plan Considerations at Different Stages of Life

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies. Each life stage comes […]

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Setting a retirement investment goals
Retirement Retirement Planning & Investments The CFS* Team

Setting a Retirement Savings Goal

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation. How much do you need to save? One commonly cited guideline is that […]

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Creating an investment portfolio
Investments Planning Retirement Planning & Investments The CFS* Team

Creating an Investment Portfolio

You want to start investing. You’ve seen the commercials about investing and trading online, set your goals, and Googled all of the financial language you can think of. You’re basically a Pro now. But, how do you actually go about creating an investment portfolio? Which investments are right for you? Should you consult a financial […]

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