March 8th is the annual celebration of International Women's Day during Women's History Month. We're lucky to have so many strong women at Clute Wealth Management and in our larger community. Every day, but especially today, we celebrate the women in our lives and the fight towards true gender quality. #IWD2025 #InternationalWomensDay #Equality #GenderEquality #WomensHistoryMonth
Clute Wealth Management
金融服务
Plattsburgh，NY 62 位关注者
Financial Strategies for Women in Transition?
关于我们
Clute Wealth Management is a firm whose independent advisors provide strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Clute Wealth Management helps women in transition and their loved ones who find need to manage and face new life challenges. Everyone’s needs and plans are different; Clute Wealth Management focuses on developing a unique plan tailored to fit each client’s goals. Owners Christina Ubl CDFA?, Adam Robert APMA?, and founder Heidi Clute are CERTIFIED FINANCIAL PLANNER? professionals who head up a dedicated and experienced team. For a list of states in which we are registered to do business, please visit www.clutewealthmanagement.com. Financial planning, securities, and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
-
https://www.clutewealthmanagement.com/
Clute Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Plattsburgh，NY
- 类型
- 私人持股
- 创立
- 1984
- 领域
- objective investment advice、fee-based asset management、Retirement Planning、Estate Planning、Family Wealth Transfers、Financial Planning、Charitable Giving和ESG
地点
Clute Wealth Management员工
动态
-
With all the uncertainties and changes to the number of IRS workers and employees, it's best to be as ahead of schedule as you can be in your #Tax filings this year and regularly checking the status of your return #FinancialPlanning #TaxSeason https://hubs.li/Q039Fdbf0
-
#Medicare covers older Americans #Healthcare needs if you're 65+, but it certainly doesn't cover everything. It’s important to understand the trade-offs between traditional Medicare and Medicare Advantage to see what's best for you #Retirement #Insurance https://hubs.li/Q037mPky0
-
Take the time to back up important data often. Having multiple copies bring peace of mind. Consider it digital "hygiene" and an important part of keeping your important assets organized. https://hubs.li/Q037djSC0 #DataPrivacy #BackUps #AssetOrganization #PersonalData #PersonalFinance #EstatePlanning
-
Credit card usage is up across the country. These financial experts provide tips for anyone who wants to reduce, or keep, their debt down https://hubs.ly/Q036g33h0 #FinancialPlanning #CreditCard #Debt #PersonalFinance #FinancialLiteracy
-
You might know someone who loves to earn traveling reward points like it's their job. But for Brian Kelly it literally is. Read his Q&A and get some insight into the tips that help him https://hubs.li/Q036fX7-0 #TravelRewards #CreditCardRewards #FinancialPlanning #PersonalFinance #FinancialLiteracy
-
Most people insure their cars and homes, but neglect to protect their most valuable asset, earnings potential. Your financial advisor and/or insurance professional can help you determine if you are eligible for disability insurance and help you evaluate options. https://hubs.li/Q035hq5J0 #FinancialPlanning #Insurance #DisabilityInsurance
-
This year, the #IRS is expanding access to the Direct File system to 25 states (still including New York!), giving people the ability to file their #Taxes directly with the government. https://hubs.li/Q034phQl0 #FinancialPlanning #TaxPlanning
-
If you had gotten accustomed to using your #Tax refund to buy tax-time savings bonds, that option is unfortunately no longer available. Here's a few tips and the information you should know #FinancialPlanning #FinancialLiteracy https://hubs.li/Q035j2H40