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Your Bank > Education and Advice > CNB University

Podcast: Enhance Your Financial Fitness in 2016

D Cator 2014
Donna L. Cator, CFP®, CDFA® is Vice President - Investment and Financial Planning Officer and can be reached at DCator@CNBank.com or (585) 419-0670 x50623.
M Caton 2014
Maria Caton, CFP®, AAMS®, ChSNC is Vice President - Investment and Financial Planning Officer and can be reached at MCaton@cnbank.com or (585) 419-0670 x50666.

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, CFP®, and Maria Caton, CFP®, Vice Presidents and Investment and Financial Planning Officers with our Wealth Strategies Group.

Broadcasted on January 30, 2016

For questions, feel free to contact Donna Cator and Maria Caton at (585) 419-0670.  

Enhance Your Financial Fitness in 2016

 

Audio Clip

 
Understanding the Federal Income Tax Changes
The tax changes are new for the 2016 tax year and can influence decisions made throughout this year. The changes will be in place for preparing/filing 2016 income taxes in Jan-April 2017.
 
 
Saving for Retirement (Accumulation Phase)
 
 
In Retirement (Distribution Phase)
 
 
Other Key Financial Matters
 
 

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Canandaigua National Bank & Trust does not provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.