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Clute Wealth Management

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Plattsburgh, NY
Clute Wealth Management

Our advisors provide strategic financial and investment planning for individuals and small businesses (www.finra.org, www.sipc.org).

Clute Wealth Management is an independent firm whose advisors provide strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Owners Christina Ubl CDFA®, Adam Robert APMA®, and founder Heidi Clute are CERTIFIED FINANCIAL PLANNER™ professionals who head up a dedicated and experienced team. Securities and advisory servi

ces offered through LPL Financial, a registered investment advisor, Member FINRA SIPC. Third party posts found in this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business please visit www.clutewealthmanagement.com.

09/02/2026

It's an unfortunate reality that many of us have had the experience of having difficulty finding a way to cancel a subscription or service and end up paying for longer than you ever intended. The number of credit card disputes happening over that exact scenario only prove it's a problem affecting many people each day.

Still seeing a charge after cancellation? Know when to dispute it and how to make it stick.

08/31/2026

The used car market has changed significantly in the last 15 years. What used to be a buyer-friendly market that gave a lot of power to the buyer, the increased demand for used, lower-price cars has made it much more competitive and is driving prices up.

The cheapest used cars are getting older and disappear quickly. Here’s why.

08/28/2026

It's interesting to see which generations turn to which resources when they're looking for help or advice on their finances. This study shows that 33% of millennials are turning to platforms like YouTube, Instagram, and TikTok.

Millennials take a wide-ranging approach to learning about money, with 33% getting money info from user-generated content sites like YouTube and TikTok.

08/27/2026

While increased security measures like two-factor authentication (2FA), and unlocking devices using biological factors like Face ID or Touch ID are incredibly helpful to protect us, it makes it even more important to know how to answer the question; “Would the people responsible for handling my affairs know what digital accounts and assets I have, what I want done with them, and how to access them?”

Have you thought about what will happen to these financial and sentimental digital accounts if you have a major accident or when you die?

08/26/2026

Retirement Planning often focuses heavily on your finances, but don't forget that other aspects of your retirement life takes intentional planning too! Even if you just hope to sit back and relax, it's good to plan a foundation to support your new life style as you shift gears into retirement.

Workers often focus solely on their retirement savings balance. But figuring out how you want to spend the rest of your life could be job No. 1.

08/24/2026

As Gen X looks towards retirement, surveys show that a quarter haven't started planning yet. But rash decisions made in a rush to catch up can be even more harmful to your goals. These are some of the common mistakes among Gen X, that you should try to avoid.

Lack of planning, debt and emotional investing decisions can hinder savings

08/21/2026

A lot of the traditional budgeting advice and strategies often assume that you have a predictable pay schedule. But in a world where gig-work has become common, different strategies should be looked at to create a budget that works.

Save what you can and plan for taxes, healthcare and retirement if gig work is your main source of income.

08/19/2026

Even if the penalties for missing required minimum distributions (RMDs) are reduced, don't let that lull you into a false sense of complacency. They are still high enough that you should avoid it if at all possible!

The IRS penalizes taxpayers who did not take their full required minimum distributions. IRA owners should know about the penalty and how to avoid or minimize it.

08/17/2026

When passing down wealth and assets to your heirs, it's important that all the documents are updated with your current wishes. Informal discussions and jointly inherited real estate can create headaches that can even result in losing the real estate completely, regardless of your wishes.

Real estate passed down without a clear title of ownership can prevent families from creating generational wealth.

08/14/2026

Living with your parents after college is losing a lot of the negative stigma that it had just a few decades ago. With weaker job markets and higher costs of living, moving home can even be seen as a smart financial move, especially among peers, until it makes financial sense to move out on their own.

More young adults are living with their parents. The development suggests that they face a weak job market, but also that fewer face stigma in returning to the roost.

Address

152 Tom Miller Road
Plattsburgh, NY
12901

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18775615707

Website

https://www.clutewealthmanagement.com/

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