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Bob Sikorski

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Bob Sikorski, CFP®
Private Wealth Manager, Upstream Investment Partners, LLC Upstream Investment Partners, LLC. Instead, contact me directly.

is not registered as a broker-dealer or investment advisor. While I appreciate the support of my clients, comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. For your privacy, please don’t post account or service-related information on this page. Please visit www.upstreamip.com for more important disclosures and information.

10/27/2026

Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

10/21/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

10/12/2026

The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classic burger can tell us about the purchasing power of our dollar.

10/06/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?

Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

09/30/2026

Many people keep an emergency fund with a few months of bills to be prepared for any situation. How many months do you think people need to keep in savings to ready for any possibility?

09/16/2026

How much money is life-changing money in your opinion?
A. $100,000
B. $1,000,000
C. $10,000,000
D. More

09/10/2026

Last week I asked specifically if your employer offered a 401(k) plan. Today I want to know if they have an IRA plan? And a two-part question, if they do have an IRA plan, do they offer matching?

Answer yes or no to the first part and add a 🔥if your employer has a matching plan!

09/03/2026

National 401(k) Day arrives every year on the first Friday after Labor Day, serving as a crucial reminder to prioritize retirement savings. With many Americans unprepared for their golden years, this day prompts us to assess our financial health and take proactive steps. Take advantage of employer-sponsored plans, understand your investment options, and consult a financial advisor to build a robust retirement strategy.

Respond below with a yes or no. Do you have a 401(k)?

Address

7035 Campus Drive Ste 802
Colorado Springs, CO
80920

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.upstreamip.com/team/bob-sikorski, https://certificates.cfp.net/6cdf937a-6f2c-4d3b-a55b-7f329ccb6550#acc.oTcn

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