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Blog
11 Years of Retirement-Related Milestones
2021 Year in Review
2023 Medicare Open Enrollment is Underway
2024 Medicare Open Enrollment is Underway
3 Key Considerations for Multi-Generational Planning
5 Tips to Maximize Your Investments
A Few Key Updates About Required Minimum Distributions
A Financial Action Plan for the Future
A Professional Co-executor - Easing the Burden
A Retirement Budget that Works
A Will: The Cornerstone of Your Estate Plan
Age-Based Tips for Making the Most of Your Retirement Savings Plan
Aging seems to be the only available way to live a long life
Alternative Cash Solutions for Millennials Before Getting a Second Job
An Inflation Surge Got the Bears Growling
Assess the Risks to Your Assets
Avoid “Taxing” Moves When You Retire
Balancing Your Investment Choices with Asset Allocation
Bonds, Interest Rates, and Inflation
Bring the Pieces of Your Financial Plan Together
Can I Take Money from My IRA Without Any Penalty?
Canandaigua National Trust Company Business Continuity
Canandaigua National Trust Company of Florida Board Member Receives Honorary Doctorate
Canandaigua National Trust Company of Florida Board Member Recognized
Canandaigua National Trust Company of Florida Celebrates Award Winners
Canandaigua National Trust Expands
Celebrating 100 Years of Trust Powers
Choosing a Financial Planner
Closing A Retirement Income Gap
CNTF & Tarantino honored by AFP
CNTF Assists All Faiths Food Bank Initiative
CNTF Welcomes Christine Jennings
CNTF Welcomes Sue Jacobson
Communication is Key - Money Management & Relationships
Creating Effective New Year’s Financial Resolutions
Creating Income in Retirement
Debt Management
Deciding What to Do with Your 401(k) Plan When You Change Jobs
Diversifying Investment Accounts
Diversifying your Nest Egg Account Types
Do Your Investments Need a Matchmaker?
Don't Leave Estate Problems for Your Family
Economic Recovery, Inflation, and The Fed
End of Year Financial Checklist for the Next Generation of Investors
Estate Planning and the New Tax Law
Everything Changes When You Remarry
Financial Planning: Helping You See the Big Picture
Get a Fresh Start on Your Finances in 2023
Good Counsel Helps Couple Recover from “Bad Financial Advice” to Achieve Retirement Dream
Healthcare Benefits Available in Retirement
Health-Care Reform Changes Affecting Seniors
Helping the Taxman to a Smaller Bite
Helping Your Parents Manage Their Finances
Honors for A Friend, Leader, and Advocate
How Does Divorce Affect Social Security Retirement Benefits?
Important Message Regarding Equifax Breach
Important Tax Facts to Consider for the New Year
Insurance Considerations As You Start Your Career
Investment Account Fraud Prevention
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Is a Revocable Living Trust Right for You?
Is There a Right Time to Retire?
It’s 2014, Do You Know Where Your Money Is?
Key Numbers for 2024
Leaving a Legacy — Crucial Conversations with your Adult Children
Lessons Learned from The Great Recession
Longtime Chair of Canandaigua National Trust of Florida Retires
Looking Ahead to Filing 2020 Income Taxes
Lots of Changes in the New Year
Maintaining Your Financial Records: The Importance of Being Organized
Making an Impact with Your Investments
Making Work During Retirement A Choice, Not A Necessity
Managing Distributions from Your Retirement Nest Egg
Medicare Basics for 2022
Message from Canandaigua National Trust Company Regarding COVID-19
My Business Is My Retirement Plan
Navigating the Financial Impact of Divorce
NCJW Sarasota-Manatee Section 2017
New Cancellation for Federal Student Loans and Delayed Repayment to 2023
New Rule for IRA Rollovers
New Year, New Resolutions
Next Generation: Managing Student Loan Debt
Our Perspective on Recent Market Activities
Pandemic Relief Measures and Your Tax Return
Planning for Retirement – Do the Math
Podcast: 4 Practical Tips to Protect Yourself And Your Financial Accounts Online
Podcast: Budgeting - Needs, Wants, and Wishes
Podcast: College Costs - Setting Yourself Up for Success
Podcast: Divorce After 50 and Finances
Podcast: Estate Planning Assets - Common Mistakes and How to Avoid Them
Podcast: Estate Planning for the 99%
Podcast: Financial Fraud and How You Can Avoid Becoming a Victim
Podcast: Generating Income in Retirement
Podcast: Get A Fresh Start on Your Finances in the New Year
Podcast: Investing 101
Podcast: Investment Strategies for Today’s Volatile Markets
Podcast: Investments - A Recap of 2020 and the Outlook for 2021
Podcast: Key Considerations for Creating Your Estate Plan
Podcast: Medicare Open Enrollment – Understanding Your Options
Podcast: Social Security - No One Size Fits All Approach
Podcast: Starting Your Career - How to Maximize Your Employer-Sponsored Benefits
Podcast: Third Quarter 2023 Market Commentary
Podcast: Understanding Insurance and its Importance
Podcast: Understanding Medicare and the Changes in 2022
Practicing Retirement
Praise for Wisdom from Widows Navigating the Future
Rebalancing: a market timing strategy that works
Repaying Your Student Loans
Retirement Confidence Remains Strong, Despite Pandemic
Retirement Plan Considerations for the Millennial
Retirement Readiness
Roth Contributions, Roth Conversions - What to Do?
Safeguarding Your Digital Assets
Selecting a trustee: it’s no easy task
Sending Your Child to College
Social Security Benefits Increase in 2014
Social Security Changes in 2016
Social Security Highlights
Social Security: When Is the Best Time to Start Collecting?
Special Needs Trusts
Starting a Family
Tax Law Changes Help Most Folks... Including Retirees
Tax Law Changes Impact 2016 Tax-Year Returns
The Basics of Special Needs Planning
The Benefits of IRA Consolidation
The CARES Act: What You Need to Know Right Now.
The Impact of the U.S. Presidential Election on Markets
The Likely Paths Out of COVID-19
The Market and the Elections
The Medicare Premium Spike – Averted!
The New New York Estate Tax Beware A 164% Marginal Rate
The Numbers Count
The Pension Decision – Lump Sum or Lifetime Income?
The SECURE Act: What You Need to Know
There's Still Time to Fund an IRA for 2023
Thinking About Storing Financial Documents In The Cloud?
Time may be running out to take advantage of lifetime gift tax exemption.
Tips to Handle a Market Decline
Transfer-On-Death Accounts: The Complexity of a Simple Plan
Two Ways to Roll over Retirement Funds
Understanding the SECURE 2.0 Act
Ways to Protect Yourself Online
Wealth Line of Credit
Welcoming Jennifer Weidner, Esq. to our Team!
What Are My Options if I Inherit an IRA or Benefit from an Employer-Sponsored Plan?
What Are Required Minimum Distributions and How Are They Calculated?
What Is a CERTIFIED FINANCIAL PLANNER™ Professional?
When Social Security Behaves Like Insurance
When Social Security Behaves Like Insurance(1)
Who Will Provide Your Retirement Paycheck?
Will changes in NY estate tax impact your estate plan?
Women and Estate Planning
Women and Estate Planning Basics
Women and Money: Take Control of your Financial Future
Working into the “Retirement” Years – Some Financial Considerations
Working into the “Retirement” Years – Some Financial Considerations(1)
Year-End Tax Planning Strategies
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Florida Trust Advantages
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Who Will Provide Your Retirement Paycheck?
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