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Your Bank > Education and Advice > CNB University

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Title
Date
Nov 06, 2018
Expecting and Managing Risk

The ability of the stock market to decline so harshly in October suggests investor confidence isn’t that confident. The abrupt sell offs betray an undercurrent of shareholder anxiety. While there may be plenty of positive arguments for continuing this decade

Nov 06, 2018
Nov 01, 2018
401(k) Retirement Plans for Small Business
Establishing a 401(k) retirement plan can benefit both employees and employers alike. Employees benefit from the ability to make pre-tax contributions, potential income tax savings, increased savings with employer-matched contributions, and more.
Nov 01, 2018
Nov 01, 2018
An Overview of SBA Lending
The Small Business Administration (SBA) works with lenders to provide loans to small businesses. Instead of lending money directly to business owners, they work with the lenders to guarantee the loans and reduce the risk.
Nov 01, 2018
Oct 05, 2018
The Basics of Special Needs Planning
When you have a child, sibling, spouse or other loved one living with a disability or special need, planning for the future can feel overwhelming. There are many things to consider and often times, people don’t know where to start. Even with the best intentions, making the wrong decision can have a profound effect, such as losing important benefits the individual is entitled to and needs. Financial Planning, while important for everyone to engage in, takes on an even more critical role in the life of families living with an individual with a disability or special need.
Oct 05, 2018
Oct 05, 2018
Year-End Tax Planning Strategies
As you try to navigate the busy months until year end, financial planning may not be top of mind. However, now is an ideal time to take advantage of tax savings strategies before we are ringing in 2019.
Oct 05, 2018
Jul 24, 2018
The Fundamentals of Environmental Social Governance Investing

Over the past few years, an approach to investing known as ESG has become increasingly popular with institutional and individual investors alike. The latest data from MSCI shows that assets in ESG investments grew 1,265% from 1995 to 2016 and

Jul 24, 2018
Jun 06, 2018
Four Tips for Downsizing in Retirement

It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven't reached your retirement savings goals. 1. Set goals for downsizing Before you make any decisions, think about why

Jun 06, 2018
Jun 06, 2018
College Saving: How Does a 529 Plan Compare to a Roth IRA?

529 plans were created 22 years ago, in 1996, to give people a tax advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax advantaged way to save for retirement.

Jun 06, 2018
Apr 11, 2018
Introducing CNB Wealth Management

March 1, 2018 was an exciting day, as CNB Wealth Strategies and Genesee Valley Trust joined together as CNB Wealth Management. We are pleased to be a premier wealth services provider in the region, bringing together our full capabilities with

Apr 11, 2018
Apr 06, 2018
Determining Your Retirement Income Needs

The Prelude Let’s assume you are happily married, your adult children are self sufficient, and you and your spouse are healthy. Congratulations, you are lucky Now you both are in your late 50s, and it’s hard to believe how quickly

Apr 06, 2018
Mar 30, 2018
Owning or Leasing Space for your Business?

Whether you are a long time business owner or just starting out, you will want to consider owning your space or leasing. In order to determine what’s best for you, consider the following questions   Can you handle the up

Mar 30, 2018
Mar 26, 2018
Does Your Business Need a Buy-Sell Agreement?

When you’re mired deep in the day to day challenges of the management of your business, it’s often hard to step out of the trees and take a good hard look at the forest. But at various points in the

Mar 26, 2018
Jan 16, 2018
Data Privacy Day

Did you know that January 28 is Data Privacy Day? In recognition of National Data Privacy Day on Sunday Jan. 28, Canandaigua National Bank & Trust is urging customers to take an active role in protecting their data. In today’s

Jan 16, 2018
Dec 18, 2017
The Sandwich Generation: Juggling Family Responsibilities

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time

Dec 18, 2017
Dec 18, 2017
Understanding Trust Basics helps build a better Financial Plan

Whether you're seeking to manage your own assets, control how your assets are distributed after your death or planning for incapacity, trusts can help you to accomplish your goals. Their power is in their versatility—many types of trusts exist, each

Dec 18, 2017
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