Lee Stoerzinger Wealth Management

09/01/2026

As students head back to school and families look ahead to future education goals, this is a timely moment to revisit the ways parents and grandparents can save for higher education. Our latest article shares five smart strategies to save and invest for college costs.

Learn more: https://leestoerzinger.com/blog/ways-to-save-for-higher-education

08/25/2026

Are you happy in retirement? In our latest insight, we share 7 habits that can help make retirement more meaningful... from staying connected and building purpose into the week, to aligning your time with what matters most.

Read more: https://leestoerzinger.com/blog/happy-in-retirement

Our unique approach merges your personal values with your financial goals to create a wealth management plan that’s meaningful and in alignment with your life’s priorities.

08/18/2026

So much of life now lives on our phones: photos, messages, accounts, and the everyday details our loved ones may need in an emergency.

This week offers a thoughtful reminder to make cell phone access part of your legacy planning, so the people closest to you aren’t left searching for a way in when it matters most.

Learn how: https://leestoerzinger.com/blog/cell-phone-legacy-planning-matters

08/12/2026

Over the last week, our team gathered in Stillwater to have some team-building time before our annual Client Appreciation Event. We enjoyed having everyone together and celebrating Lee’s birthday with his favorite dessert.

Join us in wishing Lee a happy birthday today and an epic year ahead!

08/11/2026

Remember the Yellow Pages? In this week’s blog, Lee reflects on how quickly our understanding of privacy has changed - from phone books and party lines to a modern world shaped by data, access, and digital security.

It’s a thoughtful look at how we might begin to separate the idea of privacy from the idea of security in everyday life.

Read more: https://leestoerzinger.com/blog/remember-the-yellow-pages

08/06/2026

We’re excited to welcome Janae Rowe as Marketing Director. Janae brings deep marketing and creative experience in financial services and a passion for creating memorable client experiences and events.

Janae lives in Queen Creek in the greater Phoenix area with her husband and daughter. Outside of work, she enjoys swimming with her family, networking, and mentoring women who are starting new businesses.

Please join us in welcoming her to the team!

https://leestoerzinger.com/blog/welcome-to-our-marketing-director

07/28/2026

One of the greatest topics of interest in our practice is behavioral finance. Summed up, it's the emotional underpinnings and beliefs we have surrounding money, and how that affects the way we feel, act, and the decisions we make.

In our latest blog, Lee explores the emotional underpinnings of money: why we think, feel, and act the way we do financially, and how understanding that deeper meaning can lead to more intentional wealth planning: https://leestoerzinger.com/blog/emotional-underpinnings

07/21/2026

A question I often get in financial planning is whether it makes sense to convert a Traditional IRA to a Roth IRA...

Roth IRAs can be a powerful tool for wealth building and legacy planning, but conversions are not one-size-fits-all. The right strategy depends on each person’s full financial picture. 💡

Read more: https://leestoerzinger.com/blog/roth-ira-conversion-discussion

07/14/2026

Our Summer Question of the Quarter invites reflection on the people who have left a lasting mark on our lives. We invite you to take a moment to remember someone who shaped you, celebrate the gifts they brought, and consider the impact they had.

Read more: https://leestoerzinger.com/blog/summer-2026-quarterly-inspiration-and-question-of-the-quarter

07/07/2026

Last month, our team had the opportunity to attend the 2026 United Planners National Conference in Phoenix.

It was a great chance to learn, connect, and spend meaningful time together as a team. We came back with a fresh perspective and appreciation for the work we get to do for our clients every day.

More from our trip is featured in our summer newsletter!

https://leestoerzinger.com/blog/2026-united-planners-conference