CNB Financial Wellness Show
Your financial life can be complicated. But it doesn’t have to be. Tune in each month to hear from Canandaigua National Bank & Trust’s financial professionals as they discuss strategies for improving your financial wellness. No matter what stage of life you are in, this podcast provides you with the knowledge you need to take the stress out of finances so you can focus on reaching your financial goals.
CNB Financial Wellness Show
Get a Head Start on 2023 Tax Planning
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Canandaigua National Bank & Trust
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.