Christina Gives Insight on Life Insurance and Estate Planning
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. Read More
Adam Robert Announced as a Partner at Clute Wealth Management
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. Read More
New York Gov. Kathy Hochul Appoints Christina Ubl to SUNY Plattsburgh College Council
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... Read More
Christina Featured Again on MoneyGeek
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. Read More
Christina Presents Year-End Tips to the Williston Chapter of WBON
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. Read More
Christina Featured as an Expert in MoneyGeek Article
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. Read More
Christina Discusses Charitable Giving at CVPH Virtual Event
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. Read More
Christina Ubl Interviewed By Strictly Business
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. Read More