Newsroom

Newsroom

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

Tips and Advice for Life Insurance After Divorce

After a major life event, like a divorce, it's important to re-evaluate your financial planning, estate planning, and other important documents that could have been affected by the change in your situation. Adam Robert, CFP®, APMA, and co-owner of Clute Wealth Management gives his insights and advice to help MoneyGeek readers think about their life... Read More
Darren Perron from WCAX in the frame on the left, Adam Robert from Clute Wealth Management in the frame on the right. A screenshot from a TV recording

Adam Robert Provides Insights on Interest Rate Cuts on WCAX

Adam Robert joined Darren Perron from WCAX on Sunday September 22 during "You Can Quote Me." Adam answered some of the questions that many people have after the Federal Reserve, the U.S. central banking system, recently cut interest rates for the first time in four years, reducing the key lending rate by half a percentage point, to a range of 4.75% to 5%. Read More
Christina Attends the Annual Strictly Business Forum

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
Experts' ADvice About Choosing the Right Business Insurance. Christina Ubl. CFP, CDFA, Co-owner of Clute Wealth Management

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
Millenials in Debt - Tips to Help. Christina Ubl and News anchor, screenshot of a tv segment

Christina Ubl Provides Tips and Resources for Millennials in Debt on WCAX News

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. Read More
Glass Half Full, cover story june 2022 Strictly Business

Adam Robert Featured as the Cover Story for Strictly Business

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. Read More
Money Geek Christina Ubl Expert insight on Life Insurance and Estate Planning

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