Christina Ubl

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 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
Common Financial Mistakes People Make in Divorce. Christina Ubl CFP, CDFA. headshot of Christina Ubl

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 Ubl CFP CDFA, co-owner of Clute Wealth Management. Moneygeek.

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
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