Newsroom

Clute Wealth Management proudly announces Christina Ubl has become a partner

February 19, 2015 | Filed under: Newsroom

Plattsburgh, NY -- Heidi Clute, founder of Clue Wealth Management said, “Since she joined us in 2000, Christina has proven herself again and again as a smart, capable and important member of our team. She continues to deepen her knowledge and hone her skills while sharing our firm’s mission to help women in transition. I’m proud to have her as a partner.”

What keeps you up at night? Part 3 - Heidi Clute on WCAX news

December 29, 2014 | Filed under: Newsroom

Financial Planning for Older Families

What keeps you up at night? Part 1 : Open enrollment dates - Heidi Clute on WCAX news

October 22, 2014 | Filed under: Newsroom

In her ongoing financial series on WCAX Channel 3's Morning News, Heidi Clute discussed what it means to miss open enrollment dates. 

Getting Your Finances in Order: Heidi Clute on WCAX News

September 10, 2014 | Filed under: Newsroom

Learn how to get your finances in order: In the second segment of her ongoing financial series on WCAX Channel 3's Morning News, Heidi Clute appeared to discuss tips for getting your finances in order.

2014 Road Pitch Ride

August 27, 2014 | Filed under: Newsroom

 

The Inaugural "Road Pitch" sent "business bikers" on a four day motorcycle trip around Vermont where they held "office hours" in select towns stopping by appointment to listen to business pitches from start-up or early stage companies. The 2014 event was scheduled for August 4th, 5th, 6th and 7th.

Investing from your 30s to 60s: CWM appears on WCAX TV's Money Week

April 17, 2014 | Filed under: Newsroom

WCAX-TV, Burlington, VT – February 19, 2014 – Clute Wealth Management Certified Financial Planner Heidi Clute provides tips for saving and investing well into your 60s.

Your Financial Journey: Getting Started

July 10, 2013 | Filed under: Newsroom

Chistina Ubl, a CERTIFIED FINANCIAL PLANNER™ with Clute Wealth Management, said individual circumstances will dictate how much money to set aside each month. Ubl tells clients to analyze their cash flow and fully comprehend their income compared to their expenditures.

Financial expert gives advice on money management after layoff

June 21, 2013 | Filed under: Newsroom

WCAX-TV, Burlington, VT – Clute Wealth Management Financial Planner Christina Ubl advises what to do after layoff. 

Falling Short on Retirement Savings?

June 10, 2013 | Filed under: Newsroom

It’s never too late to improve your bottom line.

WCAX-TV, Burlington, VT - If you've retired or are getting ready to retire in Vermont-- experts say pay attention. A new report from Interest.com suggests seniors need 70-percent of their working income to make retirement work.