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Your Bank > Education and Advice > CNB University

Meyer, Margaret

Title
Date
Jun 24, 2016
What Information Will I Need Before Shopping for an Auto Insurance Policy?
Shopping for auto insurance might sound like a drag, but it's important for you to have appropriate coverage in the event of an accident. Following are some guidelines to consider when purchasing your auto insurance policy.
Jun 24, 2016
May 20, 2016
Life Insurance and Terminal Illness

What if you were faced with the heart-wrenching news that you were terminally ill? How would you provide for the continued financial support of your family and loved ones? How would you and your family pay for the expenses related to your medical care and comfort? Your life insurance policy may be a valuable resource for you and your family.

May 20, 2016
May 06, 2016
Properly Insuring Your Business

Property and casualty insurance provides coverage for losses due to the physical damage or destruction of your business. With the right policy, neither fire nor exploded boiler can put you out of business. Everything from your office building to your cabinets to your water cooler can be covered.

May 06, 2016
Apr 19, 2016
Podcast: Making Your Long-Term Care Plan A Success
Maggie Whelehan, Vice President, Canandaigua National Bank and Trust, and Susan Suben, President, Long Term Care Associates, will discuss how to successfully plan for long-term care, focusing on the nature of the long-term care insurance market, claims history, affordability of premiums, and policy design.
Apr 19, 2016
Dec 21, 2015
Taxes, Retirement, and Timing Social Security
The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. But sometimes it may make more sense to take taxable distributions from retirement plans in the early years of retirement while deferring the start of Social Security retirement benefits.
Dec 21, 2015
Sep 26, 2015
Podcast: Top 10 Social Security Myths
Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 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®, Vice President and Investment and Financial Planning Officer, and Maggie Whelehan, Personal Banking Manager.
Sep 26, 2015
Jun 04, 2015
To Procrastinate or Not? That Is The Financial Question

The definition of the word procrastinate is to delay or postpone action put off doing something. If we get sick, many of us will not delay or postpone a trip to the doctor and or recommended medication. Why? Because the

Jun 04, 2015
Oct 28, 2014
Why Insure Your Business?

Your business represents a substantial investment of your ideas, time, and money (in addition to your sweat and elbow grease). Because your business faces a variety of risks and perils (e.g., property damage, theft, personal injury claims, and natural disasters), you'll want to protect your investment. You can do this with various types of business insurance.

Oct 28, 2014
Aug 14, 2014
Employer Health Insurance Rules Eased for 2015

Health insurance remains a big focus for employers of all sizes as the Affordable Care Act’s provisions are gradually implemented. Starting next year, certain employers will have to offer their full time employees “affordable” health coverage that provides “minimum value”

Aug 14, 2014
Feb 24, 2014
Strategies to Consider to Reduce your Tax Bite

Although tax season is still a short time away, tax planning is a step you should take in advance of year end. Waiting too long can rob you of the opportunity to implement strategies that can help reduce your income

Feb 24, 2014
Nov 08, 2013
A Year-end Checkup for Small Businesses

In addition to providing for you and your family, your small business is a part of this country’s job creation engine. Small businesses make up 99.7% of U.S. employer firms and account for 64% of net new private sector jobs.

Nov 08, 2013
Jul 14, 2013
Podcast: Paying for Health Care Costs Using Health Savings Accounts

We hope you enjoyed listening to "Ask the Experts" on WHAM 1180, Sunday, July 14th 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.

Jul 14, 2013
Jun 11, 2013
The Importance of Developing a Financial Plan

Is your portfolio pieced together by the favorite products sold by multiple financial advisors over the years? Do you own mutual funds, annuities, or even both that seem to be invested in the same segment of the market? Even if

Jun 11, 2013
Nov 05, 2012
Keeping It In The Family - Business Succession Planning

For many individuals who have conceived of, created, and built a family business, the dream of passing that business on to another generation can be a powerful goal as the years pass. Unfortunately, the success rate for handing down the

Nov 05, 2012
Oct 03, 2012
Health Savings Accounts: An Overview

Affordable health care has become a hot button issue with many Americans. A relatively new option — the Health Savings Account, or HSA — has both benefits and drawbacks. Here’s a brief look. Who Can Have One? Employers can offer

Oct 03, 2012
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