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Your Bank > Education and Advice > CNB University

Financial Planning

Title
Date
Feb 07, 2018
Podcast: The Path to Achieving Your Financial Goals in 2018 and Beyond

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®, CDFA® and Michael Schiller, CFP®, Vice Presidents Investment

Feb 07, 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
Jul 11, 2017
Navigating the Financial Impact of Divorce
Anyone who has been through a divorce knows the emotional and financial challenges it may bring. Even the most amicable divorce brings major life changes. Having the guidance of a qualified team of professionals will put the odds in your favor to emerge from your divorce in a financially stable place where both parties believe the divorce settlement was fair.
Jul 11, 2017
Jun 07, 2017
What It Means to Be a Financial Caregiver for Your Parents
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Jun 07, 2017
Mar 24, 2017
Podcast: Retirement Planning
The experts of this show featured Tom Benner, CFP® and John Richardson, Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank & Trust.
Mar 24, 2017
Mar 06, 2017
Bring the Pieces of Your Financial Plan Together
For most of us, wealth is not an end itself, but a means to living a rewarding life – achieving personal goals, caring for family members and contributing to the larger society around us. All of this requires a vision of what we want to accomplish and how we intend to do it.
Mar 06, 2017
Feb 15, 2017
Podcast: Enhancing your Financial Fitness in 2017
The experts of this show featured Jason Fitzgerald, CFP® and Jim Terwilliger, PhD, CFP®, Senior Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank and Trust.
Feb 15, 2017
Jan 11, 2017
Earn Too Much for a Roth IRA? Try the Back Door!

Background Roth IRAs, created in 1997 as part of the Taxpayer Relief Act, represented an entirely new savings opportunity the ability to make after tax contributions that could, if certain conditions were met, grow entirely free of federal income taxes.

Jan 11, 2017
Jan 10, 2017
Tax Law Changes Impact 2016 Tax-Year Returns

Most of us are gathering 2016 data and getting ready to prepare (or have someone else prepare) our 2016 income taxes. It is important to be mindful of federal legislation that impacts tax returns we’ll be filing soon.

Jan 10, 2017
Jan 10, 2017
Rebalancing: A Market Timing Strategy That Works
Rewarding experiences often occur just once a year – no more, no less. These include, to name a few: 1. Birthdays 2. July 4th fireworks 3. Rebalancing. Let’s skip to number 3 because most people are likely unaware of the benefits from this simple yet lucrative aspect of successful investing.
Jan 10, 2017
Dec 28, 2016
Two Ways to Roll over Retirement Funds
In general, a rollover is the movement of funds from one retirement savings vehicle to another. You may want, or need, to make a rollover for any number of reasons--your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over--the 60-day rollover and the trustee-to-trustee transfer.
Dec 28, 2016
Dec 13, 2016
Start 2017 Healthy, Wealthy and Wise
Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.
Dec 13, 2016
Sep 27, 2016
Is There a Right Time to Retire?
We all seem to have good timing skills; we use them doing simple things like crossing the street, or cooking a big dinner, or showing up at work on time – unless the dog eats the alarm! And, we all work hard in hopes that we can someday retire. But when? What’s the timing of that?
Sep 27, 2016
Sep 27, 2016
Starting a Family
The decision to start a family is one of the most exciting, and daunting, decisions you can face. As you are swept up in the joy of planning for life with your new child, there are also many financial planning decisions to think about - including budgeting, estate planning, and insurance.
Sep 27, 2016
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