MAKING MONEY WORK

 

M&T Securities Presents:

"MAKING MONEY WORK"

with hosts Michael Day & Natasha Wilbur

on CNYTalkRadio WFBL 

Email us here: makingmoneywork@mtb.com
Shop City 424 Grant Boulevard Syracuse NY 13206

 

 

 

Michael Day, CFP®

Vice President, Senior Financial Consultant

Mike is responsible for customized investment, distribution and estate strategies along with insurance solutions for individuals, families, and business owners. He began his career with M&T Securities in 1998. He takes great pride in fostering long standing relationships built on honesty, respect, and understanding what’s important to every client. The strength and resources provided by our firm along with the dedication to helping people achieve their financial goals has been a winning formula.

Mike earned his Certified Financial Planning ™ (CFP®) designation in 2004. In addition, he’s been a recipient of the M&T Securities, Inc. President’s Council since 2000 for his continued success serving his clients.

 

CONTACT INFORMATION

Michael Day, CFP®

424 Grant Blvd, Syracuse, NY 13206
Cell: (315) 427-3480
Fax: (315) 437-0449
Client Solutions 1-800-724-7788
Email |
mday@mtb.com

 

EXPERTISE IN

Individualized Solutions

Financial Protection

Retirement Distribution Strategies

Insurance Solutions

Client Relationship Management

 

Natasha Wilbur, CFP®, ChFC®

Vice President, Senior Financial Consultant

Natasha is responsible for customized investment, distribution and estate strategies along with insurance solutions for individuals, families, and business owners. She began her career with M&T Securities in 2004. She takes great pride in fostering long standing relationships built on honesty, respect, and understanding what’s important to every client. The strength and resources provided by our firm along with the dedication to helping people achieve their financial goals has been a winning formula.

Natasha earned her Certified Financial Planning ™ (CFP®) designation in 2008 and her Chartered Financial Consultant (ChFC®) designation in 2010. In addition, she has been a recipient of the M&T Securities, Inc. President’s Council since 2004 for her continued success serving her clients.

She is a 2002 graduate from Central Michigan University of Mount Pleasant, MI, earning a B.S. in Healthcare Administration.

 

CONTACT INFORMATION

Natasha Wilbur, CFP®, ChFC®
Office: (315) 437-7758

Cell: (315) 345-4996   

Fax: (315) 437-0449   

Client Solutions 1-800-724-7788

Email | nwilbur@mtb.com

EXPERTISE IN

Individualized Solutions

Financial Protection

Retirement Distribution Strategies

Insurance Solutions

Client Relationship Management

 

MAKING MONEY WORK PODCAST ARCHIVE

March 2015 - "College Financial Literacy"

 

February 2015 - "Top Retirement Planning Mistakes" with guest, Doug Orton, VP - Business Development, MFS Management

 

December 2014 - "Year End Tax Planning"

 

November 2014 - "What is a Market Linked Certificate of Deposit?"

 

October 2014 - "Who Will Inherit Your Debts When You Die?"

 

September 2014 - "7 Scams that Just Won't Die"

 

August 2014 - "Retirement Regrets: Costly Mistakes to Avoid"

 

July 2014 - "Is your 'Target Date' fund in your Retirement Plan working for you?"

 

June 2014 - "Live Longer and Heirs Will Prosper in New York"

with guest, Ami Longstreet, Attorneyand Partner, Mackenzie Hughes, LLP

 

May 2014 - "Don't Toss this important Piece of Mail!"

 

April 2014 - "A New Perspective on the Federal Budget"

 

March 2014 - "7 Ways to Improve Your Retirement Plan"

 

February 2014 - "Is a Reverse Mortgage Right for You?"

with guest, Dick Downs, Regional Reverse Mortgage Specialist, M&T Bank - 315-450-1649

 

January 2014 - "Financial Resolutions for 2014

 



November 2013 - "2013 Year-end Planning"

with special guest, attorney, Kevin J. Miller, Esq. AEP, CFP

 

October 2013 - " 10 Least Tax-friendly States for Retirees"

 

September 2013 - "Five Ways You Can Really Mess Up Your Retirement"

 

August 2013 - "The 10 Commandments of Summer Travel"

 

July 2013 - "Unlocking Social Security"

 

June 2013 - "Retirement Income Planning: Paychecks vs. Playchecks"

 

May 2013 - "Financial Spring Cleaning"

 

April 2013 - "What to Expect for 2013"

with guest Joshua Savadone, CFA, CAIA, Vice President in the Advisory Services Consulting Group of Wilmington Trust Investment Advisors

 

March 2013 - "Estate Tax Traps to Avoid"

with special guest Kevin J. Miller, Esq., AEP, CEP, Special Council at Hogan Willig, Attorneys at Law

 

February 2013 - "What Could Go Right?"

with special guest Erik S. Weisman, ph.D., Fixed Income Portfolio Manager with MFS Investment Management

 

January 2013 - "Top 3 2013 Resolutions to Making Your Money Work"

 


December 2012 "Creating Lifetime Income & Lifetime Lifestyle"

Local Business Spotlight - Alan Poushter, Co-owner of Ra-lin's of Syracuse

625 Burnet Ave, Syracuse, NY 13203

315-472-7766

 

November 2012 "Top Income & Estate Planning Strategies for 2012"

Local Business Spotlight - Mason Kaufman, Managing Director, Meals on Wheels of Syracuse,

www.meals.org, 315-478-5948

 

October 2012 "To Muni or not to Muni?"

Featuring guest Stephen P. Winterstein, Managing Director & Chief Strategist, Municipal Fixed Income,

Wilmington Trust Investment Advisors

 

September 2012 "2012 Estate Planning Mistakes to Avoid"

Featuring guest Robert D. Scolaro, Esq, Estates & Trusts, Elder Law and Business Law - The Wladis Law Firm, P.C.

www.wladislawfirm.com - 315-445-1700

 

July 2012 "Is the investment game rigged?"

Local Business Spotlight: Highland Meadows Golf & Country Club, Watertown, NY

with guest Amber Black, Part Owner, (315)785-0108

www.golf342.com

 

June 2012 "MFS Investing Sentiment Survey Results"

Local Business Spotlight: Discount Shoe Repair,

with guest Ralph Rotella, 116 Washington Street, Syracuse, NY (315)472-0976

 

May 2012: "Income Tax Planning Strategies"

with guest Grace Ghezzi, Benefits Consulting Group, 315-413-4460, email: gghezzi@bcgcny.com,

Local business spotlight: youroldmoney.com with founder Amelie Escher.

 

April 2012: "Women and Health"

 

March 2012:

 

February 2012: "Europe Market Update and Reviewing Your Insurances"
LOCAL SPOTLIGHT: Comparity Brokerage

Michael Jones, Owner/President (315) 291-3125, comparity@hotmail.com
 

January 2012: "2012 Financial New Year's Resolutions"

 


December 2011: "Estate Planning Mistakes"

November 2011: "Retirement Income Planning"

October 2011: "Market/Economic Update on Global Issues"

September 2011: "Investing in Today's Markets"

August 2011: "Estate Planning Council of CNY"

July 2011: "Taxes, Growth, Income or Family"

June 2011: "Generating Income in Today's Market"

April 2011: "2010 Tax Compromise and Inflation Effects"

March 2011: "Eliminating the Confusion on New Investment Products"

February 2011: "Top Ten Ideas to Impliment for 2011"

January 2011: "Financial Planning for Individuals with Disabilities"


 

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

 

M&T Investment GroupSM is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and investment advisory firms MTB Investment Advisors, Inc., and Zirkin-Cutler Investments, Inc. Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank. M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states. ©2010 M&T Securities, Inc.