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 insurance needs when going through a major change in your life like a divorce.
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%.
Adam Robert, co-owner of Clute Wealth Management, was recently elected to join the board of directors at the North Country Center for Independence.
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.
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.
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.
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.
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.
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.
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.
