The Value of a Second Opinion
by Andrew Rabon on June 19, 2026.
The reality is that successful investing and comprehensive financial planning are not always the same skill set.
Tag: My Upstate Planner
by Andrew Rabon on June 19, 2026.
Why Business Owners Develop Financial Blind Spots
by Andrew Rabon on June 5, 2026.
Many business owners become so focused on growing the company that they rarely step back and look at their personal financial picture.
Financial Planning Is Coordination, Not Just Investing
by Andrew Rabon on May 22, 2026.
Financial planning and financial advice happen at the intersection of “Your Life” and “Your Money.” The challenge is that many people make financial decisions in isolation rather than viewing them as connected parts of a larger picture.
Why Financial Plans Need to Adapt Over Time
by Andrew Rabon on May 8, 2026.
Many people treat financial planning like a one-time task. They open retirement accounts, invest money, maybe create a simple estate plan, and assume they are set for life. But life does not stay the same for very long.
Roth Conversions Aren’t One-Size-Fits-ALL: Understanding the Right Approach
by Andrew Rabon on April 10, 2026.
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
How to Make Financial Decisions When Your Head and Your Heart Disagree
by Andrew Rabon on March 13, 2026.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
Brrrr… It Feels Cold & Gloomy: Why Long-Term Perspective Wins
by Andrew Rabon on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
Calm Wins: Investing Lessons for 2026
by Andrew Rabon on January 2, 2026.
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
The Spirit of Christmas, Served at the Table
by Denise Adams on December 24, 2025.
Christmas has a way of softening time. It invites us to remember where we came from and who helped shape us.
Christmas Then and Now: How The Season Has Changed Over 50 Years
by Dave Conley on December 19, 2025.
In my 50 years of life, the Christmas season has changed — not only for me personally, but in society as a whole. What was once a tradition-focused, family- and community-oriented season has slowly shifted into something more secular and convenience-driven. Here are my memories of Christmas over the past five decades — the trends,...