Newsroom

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.

LPL Financial Research Midyear Outlook 2021: Picking Up Speed

July 13, 2021 | Filed under: Investing

LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Midyear Outlook 2021 looks ahead for opportunities, but also watches for new hazards created by the reopening.

Christina Discusses Charitable Giving at CVPH Virtual Event

July 1, 2021 | Filed under: Community_NY-VT, Taxes, Estate Planning

In early June, Christina joined a panel of local experts to discuss simple ways to give during the "Securing our Region's Future with Gift Planning" virtual event hosted by The Foundation of Champlain Valley Physicians Hospital (CVPH) and their local partners, Alice Hyde Medical Center and Elizabethtown Community Hospital.

Christina Ubl Interviewed By Strictly Business

June 3, 2021 | Filed under: Newsroom, Community_NY-VT

May's theme for Strictly Business Magazine was "Money & Banking", so they invited a few experts to answer 3 - 5 short questions about their industry and the trends they see in their fields.