4 Paths to a Thoughtful Business Exit
A Complimentary Event for Business Owners When is the Right Time to Step Back? For many business owners, leaving your business can feel even more complex than starting it. Whether retirement is on the horizon, a sale is being considered, or you're simply planning ahead, you don’t have to figure it out alone. This in-person lunch event offers practical... Read More
Christina Earns the Certified Exit Planning Advisor Certification
Christina has earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute®. In plain terms: a CEPA helps business owners take stock of where you are, where you want to go, and how to get there—whether that means growing your business’s value, preparing it for sale, or mapping out your next chapter with confidence. Read More
Common Mistakes & Frequently Asked Questions About Applying for Student Loans
Applying for student loans is a big part of the college planning process for nearly all families with college-bound students. When you're applying for a student loan, it's important to check your eligibility and gather the required paperwork, including the FAFSA form. Christina Ubl, CFP® and co-owner of Clute Wealth Management answers some of the frequently... Read More
Tips and Advice for Life Insurance After Divorce
After a major life event, like a divorce, it's important to re-evaluate your financial planning, estate planning, and other important documents that could have been affected by the change in your situation. Adam Robert, CFP®, APMA, and co-owner of Clute Wealth Management gives his insights and advice to help MoneyGeek readers think about their life... Read More
Adam Robert Provides Insights on Interest Rate Cuts on WCAX
Adam Robert joined Darren Perron from WCAX on Sunday September 22 during "You Can Quote Me." Adam answered some of the questions that many people have after the Federal Reserve, the U.S. central banking system, recently cut interest rates for the first time in four years, reducing the key lending rate by half a percentage point, to a range of 4.75% to 5%. Read More
Adam Robert Joins the North Country Center for Independence Board of Directors
Adam Robert, co-owner of Clute Wealth Management, was recently elected to join the board of directors at the North Country Center for Independence. Read More
Christina Attends the Annual Strictly Business Forum
Christina joined local business leaders at the annual invite-only Forum hosted by Strictly Business to discuss a broad range of topics relating to the state of business in the Northeast corner of New York State. Read More
An Experts' Tips on the Worth of Life Insurance
Life insurance has been around for a long time, but the COVID-19 pandemic highlighted its importance to many who may not have considered purchasing it before. Now, people are wondering if they should be covered by life insurance, how much it will cost, and if it's really their best choice. Read More