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Your Bank > Education and Advice > CNB University

VanBortel, Nathan

Title
Date
Aug 27, 2015
Points to Consider If Your Retirement Goal Seems Out of Reach

Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor influencing overall retirement confidence. But for many, a retirement savings goal that could reach $1 million or more may

Aug 27, 2015
Jun 09, 2015
Can I Roll a Retirement Plan Distribution into an IRA?

If you're asking this question, you probably have a 401(k) or other retirement plan through a former employer. The short answer is yes most retirement plans allow you to roll your plan funds over into an Individual Retirement Account (IRA)

Jun 09, 2015
Dec 08, 2014
Taking Advantage of Employer-Sponsored Retirement Plans

Employer sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in a plan,

Dec 08, 2014
Jul 14, 2014
Balancing Your Investment Choices with Asset Allocation

Nathan E. VanBortelRegistered Representative, Canandaigua Investment Services18 State Street, Pittsford585 394 4260 ext. 41033nathan.vanbortel@ceterais.com A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and

Jul 14, 2014
Apr 12, 2013
What Has Your Budget Done for You Lately?

A budget won't make you dinner or take out the trash. It can't program your DVR or download songs to your MP3 player. It will never do your laundry. What a budget will do is help you keep your finances in

Apr 12, 2013
Sep 05, 2012
College Planning — More Than Money

Choosing a way to save for your child’s education expenses may be your family’s first college planning decision, but it certainly won’t be the last. From making that first deposit, to selecting a college, to choosing a course of study,

Sep 05, 2012
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