We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, January 30th at 8pm.
Ask the Experts is CNB's financial forum for education and advice as local experts answer your questions on financial topics that interest you. The experts of the last call included Jim Terwilliger, CFP®, Vice President and Financial Planning Manager, and Jason Fitzgerald, CFP®, Vice President and Investment Officer.
Highlights From the Show
| Topic |
Audio Clip |
Summary |
| The Top 10 Tips for Boosting Your Financial Fitness in 2011 |
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| New tax-law change impacting your paycheck in 2011, and how you can take
advantage of this change. |
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Retirement Planning & Investment Diversification |
| How CNB can help you as you plan for retirement. |
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| The importance of asset allocation in your retirement portfolio. |
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| Why global diversification in your portfolio is critical. |
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| How asset class investing can broaden your opportunities within your portfolio. |
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Withdrawals During Retirement
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| The "Rule of Thumb" for beginning withdrawals during retirement. |
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| Common mistakes when taking withdrawals during retirement. |
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| How you can best prepare for withdrawals during retirement. |
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Saving for the Long Term |
| Saving for retirement applies to everyone, no matter how much you earn. |
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| Smart saving approach for education |
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Are You Financially Fit? |
| Seeking help in planning for retirement is the first step in meeting your financial goals. |
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| Financial fitness is about more than just investing. |
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You can also listen to the broadcast in its entirety here:
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For questions, feel free to contact Jim Terwilliger or Jason Fitzgerald .
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