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Podcast: Take Charge of Your Retirement

M Mazzochetti 2014
Mark S. Mazzochetti, CISP
Vice President, Retirement Services Officer
[email protected]
(585) 419-0670 x50606
D Kelly-Dohse 2014
Denise Kelly-Dohse, CFP®
Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x50619

We hope you enjoyed listening to "Ask the Experts" on WHAM 1180, Sunday, September 22nd at 7pm.

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 Denise Kelly-Dohse, Assistant Vice President, Financial Planning Officer and Mark Mazzochetti, CISP, Vice President, Retirement Services Officer, as they discussed ways to take charge of your retirement.

Highlights From the Show
Audio Clip

How CNB Can Provide Education and Advice For Your 401(k) Strategy


What is the difference between a Traditional IRA and ROTH IRA?


How Do You Manage Your Spending Needs Into Retirement?


How Does Social Security Factor in to Your Retirement?


How Much Can You Contribute to Your 401(k)?


How Much Should I Save For Retirement?


Need to "Catch Up" on Your Retirement Savings?


The advantages of Roth IRAs


The benefits of rolling over a 401(k) account from previous employer  


You can also listen to the broadcast in its entirety here:


For questions, feel free to contact Denise Kelly-Dohse and Mark Mazzochetti.

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Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Bank & Trust nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.