Your Bank > Education and Advice > CNB University

Bowes, Nancy

Title
Date
Jun 23, 2023
Understanding the SECURE 2.0 Act
The original “SECURE” Act was approved into law in 2019. SECURE stands for Setting Every Community Up for Retirement Enhancement. It was aimed at preventing Americans from outliving their savings. SECURE 2.0 Act was enacted in December 2022 to finish the job by helping workers save more money for retirement and leave their savings untouched and untaxed for longer. Here are a few highlights you should be aware of.
Jun 23, 2023
Oct 07, 2022
Podcast: Understanding Medicare and the Changes in 2022
The experts of this show featured Nancy E. Bowes, CFP®, Vice President, Wealth Advisor, and Tina Scahill of Ahrens Benefits Company.
Oct 07, 2022
Apr 02, 2019
Healthcare Benefits Available in Retirement
The Government provides healthcare benefits in retirement using three federal programs administered by the state and local counties: (1) Medicare, (2) Medicaid, and (3) VA Benefits. Medicare eligibility is generally automatic at age 65. Medicaid is based on financial need, it is not automatic at any age. In addition to these two programs, you may also be entitled to military healthcare benefits if you or your spouse is a veteran or retired service member. The majority of seniors utilize services provided under Medicare.
Apr 02, 2019
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
Apr 06, 2017
“Aging seems to be the only available way to live a long life.”
Here in Rochester, Lifespan and St. John Fisher College offer a non-credit certificate program in gerontology with the goal of producing professionals who truly understand and respect older adults. As a student in the program, it is my mission to dispel the myths of getting old.
Apr 06, 2017
Sep 15, 2015
Financial Mistakes People Make at Different Ages

There's a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new opportunities and potential pitfalls around every corner. In your 20s Living

Sep 15, 2015
May 21, 2015
Reviewing Your Finances Mid-Year

You made it through tax season and now you're looking forward to your summer vacation. But before you go, take some time to review your finances. Mid year is an ideal time to do so, because the demands on your

May 21, 2015
Sep 28, 2014
Podcast: Six Keys to Financial Success for Women
Do women have to take a different approach to planning finances?
Sep 28, 2014
Previous 1 Next