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
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
Tips and Insights on Purchasing Family Life Insurance
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. Read More
Christina's Expert Insight on Insurance for Businesses
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. Read More
Christina Featured as Guest Expert on Finances During Divorce
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. Read More
Expert Insight on Financial Planning for Retirement
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. Read More