My Upstate Planner https://validator.w3.org/feed/docs/rss2.html Making sense of the banking turmoil? Blog Home Stop Comparing and Start Planning: Building Financial Goals That Match Your Family’s Values Brrrr… It Feels Cold & Gloomy: Why Long-Term Perspective Wins Riding out the Inevitable Storms Life is More than Money: 10 Life Lessons from Warren Buffett That Shape Character Thanksgiving in America: History, Purpose, and Why It Still Matters The Spirit of Christmas, Served at the Table Stay on the Fastest Route: Retirement Planning Made Simple About Us July 4th, 2023, is America unique in history? Investing Isn’t Easy: Headlines and Fairytales Why Your Behavior With Money Matters Christmas Then and Now: How The Season Has Changed Over 50 Years Retirement planning mistakes to avoid. The Promise of Christmas Christmas is more than presents under a tree Herd Behavior: Clouding Your Financial Judgement (All The Feelings Pt. 2) Preparing for the 2024 Election Navigating a Resilient Bull Market: Why Financial Planning Matters Now Are You Setting Debt Targets? Think Twice Before Dipping into Your 401(k) for Emergencies Common Credit Card Misconceptions How to Make Financial Decisions When Your Head and Your Heart Disagree Funding Your Fun What’s the Best Way to Transfer Assets After Death? Calm Wins: Investing Lessons for 2026 Investing wisdom from an Octogenarian’s 50-Year Journey All The Feelings! The Paradox of Investing: Why Common Sense Isn’t Always Common Navigating Investment Challenges: Insights from Three Decades of Financial Planning What is in an Estate Plan? How to Maximize your Social Security benefit (pt 2) Estate Planning 101 Economic Outlook for 2nd half of 2023 Roth IRA / Roth 401(k) Are They the Same? What’s on Your Bucket List? How to Maximize your Social Security benefit (pt 3) What we need today is economic & financial perspective Services Budgeting equals $$ Awareness Debt Ceiling, crisis or charade ? Are you watching Financial Pornography? Patience During the Wealth Accumulation Stage How to MAXIMIZE your Social Security benefit. We have been here before. Are You Taking Advantage of All Your Financial Advisor’s Services? When You Win the Lottery Are You Monitoring Your Spending Habits?