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Get A Fresh Start on Your Finances in the New Year

D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Planning Advisor
[email protected]
(585) 419-0670 x50623
M Sorce
Matthew P. Sorce, CFP®
Assistant Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x41969

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Donna Cator, Vice President, Wealth Planning Advisor, and Matt Sorce, Assistant Vice President, Wealth Advisor.

Broadcasted on January 28, 2023

For questions, feel free to contact Donna Cator at (585) 419-0670 x50623 or Matt Sorce at (585) 419-0670 x41969.

Get A Fresh Start on Your Finances in the New Year Audio Clip
Part 1 - Determine Your "Why" and Create a Financial Plan

Part 2 - Reduce Debt and Establish an Emergency Fund


Part 3 - Take Your Financial Inventory


Part 4 - Consider Tax Rules and Regulations


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