Newsroom

Expert Insight on Financial Planning for Retirement

January 9, 2023 | Filed under: Retirement Planning, Financial Planning, Older Adult

Christina provided expert insight on financial planning for retirement in the MoneyGeek article "Older Adults' Guide to Income Streams and Money Management in Retirement". Included are tips on how to earn income in retirement, calculating life expectancy when planning for retirement, and a list of resources for income streams for aging adults.

Christina Ubl Provides Tips and Resources for Millennials in Debt on WCAX News

October 17, 2022 | Filed under: Newsroom, Financial Literacy

Christina Ubl spoke as a guest on the WCAX Channel 3 segment "You Can Quote Me" on October 16th, 2022. She joined anchor Darren Perron to discuss tips for Millennials who are struggling with debt in the current financial climate. 

Adam Robert Featured as the Cover Story for Strictly Business

July 6, 2022 | Filed under: Newsroom, Community_NY-VT

 

Adam Robert, CFP, APMA was featured as the cover story for Strictly Business Magazine in June, 2022. The story highlights some of Adam's journey, both professionally and personally, as a local North Country native who has stayed in the area and working to improve the regional community that he grew up in. 

Christina Gives Insight on Life Insurance and Estate Planning

April 29, 2022 | Filed under: Newsroom

Christina was featured again as an expert on a MoneyGeek article. She provides insight on life insurance and estate planning in the article How Life Insurance Can Help with Estate Planning. Christina looks at three different life scenarios where life insurance plays a critical role in estate planning.

Adam Robert Announced as a Partner at Clute Wealth Management

April 15, 2022 | Filed under: Newsroom

Clute Wealth Management is pleased to announce that long-time team member and advisor, Adam W. Robert, has become a partner in the firm. Adam has spent the last decade (and more) helping our clients pursue their goals and helping our firm grow and thrive. 

New York Gov. Kathy Hochul Appoints Christina Ubl to SUNY Plattsburgh College Council

February 10, 2022 | Filed under: Newsroom, Community_NY-VT

On February 8, 2022, SUNY Plattsburgh announced Christina Ubl’s appointment to its college council by Gov. Kathy Hochul. Christina will serve through June 30, 2026 on the 10-person council, which serves as an oversight and advisory body to the campus and to the president and senior administration of SUNY Plattsburgh, in accordance with New York State Education Law.

Christina tells us she feels honored and looks forward to contributing to her alma mater’s positive impact on students’ lives and the Plattsburgh community.

To read the announcement, visit:
North Country financial planner named to College Council

Christina Featured Again on MoneyGeek

December 30, 2021 | Filed under: Retirement Planning, Financial Planning, Financial Literacy

Christina was featured as a guest expert in the MoneyGeek guide "Smart Spending in Retirement". She answered questions and provided insight about which accounts to withdraw retirement spending from, what strategies could help make your savings last longer during retirement, and some common myths about retirement spending.

Christina Presents Year-End Tips to the Williston Chapter of WBON

November 29, 2021 | Filed under: Business Owners, Women
Not only do we have an overwhelming number of things to do for our personal lives , but our businesses have year-end “needs” as well.

Christina Featured as an Expert in MoneyGeek Article

October 21, 2021 | Filed under: Financial Planning, Financial Literacy, Investing

Christina was featured as a guest expert in the MoneyGeek article "How to Start Saving and Investing". She answered questions and provided insight about investing for beginners, how to evaluate if you are in a place where you should begin investing, and answered other common questions.

Adam Featured on the 'Figure It Out' Podcast

July 29, 2021 | Filed under: Community_NY-VT

Adam joined Bryce Hanson, host and creator of the podcast "Figure It Out", to talk about life as a parent, Star Wars, how he ended up working at Clute Wealth Management, and everything in between.