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 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, 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 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.
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.
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 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 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 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.