The Promise of Christmas
by Andrew Rabon on December 12, 2025.
“The birth of Christ is the central event in the history of the earth—the very thing the whole story has been about.” —C.S. Lewis
Tag: My Upstate Planner
by Andrew Rabon on December 12, 2025.
Christmas is more than presents under a tree
by Caroline Allen on December 5, 2025.
Of course, Christmas isn’t about presents or excess. It’s a time to show love, gratitude, and appreciation—for our families and for the blessings God has given us.
Thanksgiving in America: History, Purpose, and Why It Still Matters
by Andrew Rabon on November 26, 2025.
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
Stay on the Fastest Route: Retirement Planning Made Simple
by Andrew Rabon on November 20, 2025.
You’ve probably been on a road trip with a gaggle of kids before and heard the question, “Are we there yet?” Whether they were your own children, nieces and nephews, or maybe it was you asking when you were a kid, it’s a familiar concept. When you’re on a road trip, the question banging around...
Investing Isn’t Easy: Headlines and Fairytales
by Andrew Rabon on October 31, 2025.
When it comes to investing, stories can be powerful. A good story can make people excited, confident, or even a little fearful — and those emotions can move the market just as much as company performance does. When that happens, people start buying or selling based on headlines and hype rather than what a company is actually worth.
Navigating a Resilient Bull Market: Why Financial Planning Matters Now
by Andrew Rabon on October 17, 2025.
This past Sunday, October 12th, marked the third anniversary of the current bull market. Since its start in 2022, the market has surged 89%, well above historical averages. It’s the 27th bull market since 1872 and the 14th since 1950, and while past performance doesn’t guarantee future results, history suggests markets with this kind of...
The Paradox of Investing: Why Common Sense Isn’t Always Common
by Dave Conley on February 9, 2024.
As a seasoned financial planner with over three decades of experience in the industry, I've witnessed countless instances where investing common sense has clashed with our natural instincts. It's a fascinating paradox...
Investing wisdom from an Octogenarian’s 50-Year Journey
by Dave Conley on January 26, 2024.
Welcome to the complex yet fascinating world of investing. Like you, I am an investor and over the past five decades, I've had the privilege of witnessing the intricacies of financial markets, making my fair share of mistakes, and, most importantly, learning from them. As you embark on your investing journey, I'm here to share with you the ABCs of investing, with a touch of wisdom gained through experience.
What is in an Estate Plan?
by Dave Conley on August 25, 2023.
What is in a simple Estate Plan? If you’re like most people, with a few kids and a house, you only need a will. You can use an online service like www.freewill.com or www.mamabearlegalforms.com. The most common option is to meet with a local lawyer to help you discuss and setup the three documents needed...
How to Maximize your Social Security benefit (pt 2)
by Dave Conley on June 6, 2023.
What determines the amount of your Social Security benefit? How to determine what your benefits? The mistake over 40% of all retirees make when starting their Social Security.