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Your Bank > Education and Advice > CNB University

Cator, Donna CFP®

Title
Date
Jul 11, 2016
What's New in the World of Higher Education?

If you're a parent or grandparent of a college student or soon to be college student, you might be interested to learn what's new in the world of higher education.

Jul 11, 2016
May 31, 2016
Podcast: Enhance Your Financial Fitness in 2016

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.

May 31, 2016
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
Jul 08, 2015
How Does Divorce Affect Social Security Retirement Benefits?

One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If you were counting on your spouse's Social Security benefits to provide some of your retirement income, what

Jul 08, 2015
Sep 02, 2014
Best Practices When Taking 529 Plan Withdrawals

To make the most of your Section 529 college savings plan, consider the following Qualified expenses.  Withdrawals from a 529 college savings plan are tax free, provided the withdrawals are not more than the account beneficiary’s qualified higher education expenses

Sep 02, 2014
Jul 14, 2014
Social Security Benefits Increase in 2014

After announcing that benefits increased 1.5% for 2014, the Social Security Administration provided some other information that may be of interest. The average benefit payable to retired workers is an estimated $1,294 a month (as of January 2014). Retired couples...

Jul 14, 2014
Feb 26, 2014
Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 4.8 years longer than men. That's important because it means that there's a greater chance that you'll need your assets to

Feb 26, 2014
Nov 12, 2013
Education Tax Breaks: A Refresher Course

It’s back to school season. If you’re helping a child pay for college or taking some college courses yourself, study up on these tax breaks. Two Credits for Higher Ed Expenses The American Opportunity Tax Credit is available for the

Nov 12, 2013
Sep 24, 2012
Borrowing from Your Retirement Plan — Advantages and Disadvantages

If you have a large, unexpected expense, you may find you need to take out a loan. Should you borrow from your retirement plan or an outside lender? Before you decide, make sure you consider the advantages and disadvantages of

Sep 24, 2012
May 23, 2012
Financial Tips for the Newly Single

If your marriage has ended and you are single again, make sure all your financial arrangements reflect your new status. Here are a few tips to help get your new financial life off to a good start. Tip #1 Change

May 23, 2012
May 20, 2012
Ways to Maximize Your Social Security Retirement Benefits

Podcast of Donna Cator, CFP®, Vice President, Financial Planning Officer and Denise Kelly-Dohse, Assistant Vice President, Financial Planning Officer discussing ways to maximize your Social Security retirement benefits.

May 20, 2012
Mar 05, 2012
Ways to Limit Taxes on Social Security Benefits

You know that you are eligible to begin receiving Social Security benefits as early as age 62. But are you aware that depending on your income those benefits could be taxable? Wouldn’t you like to increase your net income (after

Mar 05, 2012
Aug 12, 2011
Addressing Unexpected Financial Challenges

During a conversation with a friend of mine who is currently going through a divorce, I suddenly realized the huge impact that the loss of a partner could have on our everyday lives. Going from a two household income to

Aug 12, 2011
Aug 12, 2011
Tips for Leveraging College Payments

Are you losing sleep worrying about your children’s college education? Where is the money going to come from? Will they be accepted to the "right" college? Will they graduate with a marketable skill set? Don’t take on the challenge of

Aug 12, 2011
May 22, 2011
Ways to Maximize Social Security Retirement Benefits

You Have Choices. We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, May 22nd at 8pm. Ask the Experts is CNB’s financial forum for education and advice as local experts answer your questions on financial topics

May 22, 2011
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