CNB Financial Wellness Show Canandaigua National Bank & Trust

2023 began with a hangover of sorts with the same troubles that plagued the market last year. But how has the situation changed year to date? In this inaugural episode in our series quarterly market updates, Brian J. Murphy, CIMA® Senior Vice President, Chief Investment Strategist joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss various aspects of financial markets over the past quarter as well as the current market climate. We’ll address inflation’s impact on the economy, the current labor market, valuations, possible opportunities with fixed income, and the importance of focusing on long term goals during times of market uncertainty.
 

Establishing and building credit can help you gain financial power and personal independence. But how do you get and keep a good credit score? In this episode, we talk with Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, CNB Wealth Management and Jessica Young Carbonel, Learning and Development Specialist, Canandaigua National Bank & Trust, to learn more credit reports, credit scores, and creating a positive borrowing history. Gain knowledge that will help you take control of your credit and build your financial independence.

You filed your taxes for 2022, how can you do better for 2023 and beyond?  In this episode, Dustin Baker, CFP®, EA, ChFC®, RICP®, CLU® Assistant Vice President, Wealth Advisor joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to answer your tax planning questions.  What’s new starting in 2023?  How can you be proactive instead of reactive with tax planning?  How can your tax liability be reduced?  We will answer these questions and more so you can learn how to take advantage of all the tax benefits you’re entitled to.
 
 

The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode of The CNB Financial Wellness Show to learn more.

Investing 101
To those not familiar, the stock market may seem like a complex, mystical being. But with the right strategy, investing can help you achieve your long-term financial goals. We’ll break things down to basics in this latest episode in our series of next generation podcasts. Tune in as Alex Bell,  Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions about stocks, bonds, mutual funds, investment styles, and more. With these helpful tips, you’ll be equipped with the knowledge you need to begin putting your money to work for you.

You’ve accepted a job offer and are on your way to starting your career. Chances are your new workplace offers a variety of benefits to their employees. But which options are right for you? In this first episode in our series of next generation podcasts, Matthew Sorce, CFP®, Assistant Vice President, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions new employees have about prioritizing benefits, contributing to HSAs, choosing a 401(k) plan, and more. Tune in to learn what you need to know to take full advantage of your employer-sponsored benefits.