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 |
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| Part 1 - Determine Your "Why" and Create a Financial Plan |
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Part 2 - Reduce Debt and Establish an Emergency Fund
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Part 3 - Take Your Financial Inventory
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Part 4 - Consider Tax Rules and Regulations
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