Adam Robert Joins the North Country Center for Independence Board of Directors

May 20, 2024 | Filed under: Community_NY-VT

Adam Robert, co-owner of Clute Wealth Management, was recently elected to join the board of directors at the North Country Center for Independence. 

Christina Attends the Annual Strictly Business Forum

April 3, 2024 | Filed under: Newsroom

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. 

An Experts' Tips on the Worth of Life Insurance

April 1, 2024 | Filed under: Newsroom

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. 

Tips and Insights on Purchasing Family Life Insurance

January 24, 2024 | Filed under: Newsroom

In her most recent  professional advice for MoneyGeek, Christina provided tips, insights, and advice for navigating the purchasing of family life insurance for all types of families. 

Christina's Expert Insight on Insurance for Businesses

September 20, 2023 | Filed under: Newsroom

Christina continues to be called on to provide her insight on her topics of expertise. She offers advice to small business owners on the types of insurance they may want to consider, and the key factors to consider when shopping for insurance, along with some of the most common mistakes and how to avoid them. 

Christina Featured as Guest Expert on Finances During Divorce

April 28, 2023 | Filed under: Financial Planning, Divorce, Transitions

Christina provided tips and resources for financial planning through a divorce in the MoneyGeek article "Financial Planning for a Divorce". Included in the article are important resources, and the steps to navigating the whole process, and Christina gives insight on some of the most common financial mistakes that are made during a divorce.

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.