Lee Stoerzinger Wealth Management

10/13/2026

This past week Nicole and Janae visited Acres for Life, Therapy and Wellness Center, on the occasion of their Barn Bash Fundraiser!

It was a wonderful opportunity to tour and connect with an organization doing meaningful work in the community and for veterans. Through equine-assisted therapy, mental health support, and wellness-focused programming, they make a lasting difference in people's lives.

They were grateful to learn more about the Acres Approach and to support a fundraiser that helps make this important work possible. Thank you to Acres for Life for the hope, healing, and encouragement you continue to bring to so many.

https://www.acresforlife.org/therapy-wellness/

10/06/2026

Money is part of everyday life, but its meaning can extend far beyond what we earn, save, or spend. This fall’s Question of the Quarter asks you to reflect on the deeper role money plays in your life.

How does money connect to your purpose, the way you serve others, and the legacy you hope to leave?

𝘏𝘰𝘸 𝘪𝘴 𝘮𝘰𝘯𝘦𝘺 𝘴𝘱𝘪𝘳𝘪𝘵𝘶𝘢𝘭 𝘵𝘰 𝘺𝘰𝘶?

Read more: https://leestoerzinger.com/blog/fall-2026-quarterly-inspiration

09/29/2026

Did you know the United States is approaching a major shift in its population's age structure? By 2029, Americans age 65 and older are projected to outnumber children under 18 for the first time.

This demographic shift has meaningful implications for retirement planning, caregiving, healthcare, and the way families prepare for the future.

This article breaks down what is driving this change: https://www.visualcapitalist.com/the-u-s-will-have-more-seniors-than-children-by-2029/

This graphic shows how the U.S. population is aging, with seniors projected to outnumber children by 2029.

09/24/2026

After completing a half marathon last week, Evan Tomaro is taking on his next challenge: the full 26.2-mile Twin Cities Marathon!

He will run with the MAC-V team to support its charitable work on behalf of our nation’s honored veterans. In 2025 alone, the marathon and related events raised $1.4 million for participating charities.

Known as The Most Beautiful Urban Marathon in America®, the race begins in downtown Minneapolis, winds through the city’s districts, and crosses the Mississippi River to end at the state capitol building in St. Paul.

Join us in cheering on Evan as he takes on another race day!

Interested in supporting these charitable efforts? Learn more or donate directly here: https://secure.givelively.org/donate/minnesota-assistance-council-for-veterans/macv-tc-marathon-2026/evan-tomaro

09/22/2026

What can marathon training teach us about preparing for retirement? More than you might think...

From mapping out the course before race day, to preparing for the unexpected, the same principles that help runners reach the finish line can also help investors approach retirement with more confidence.

Recently our Client Relationship Manager, Evan Tomaro, trained for and completed a half marathon! As we all learned more about what goes into preparing for a long-distance race, we noticed these interesting parallels with preparing for retirement: https://leestoerzinger.com/blog/marathon-training-can-teach-us-about-retirement/

Gain confidence for the final stretch. Whether you are nearing retirement or beginning to map out your future, financial planning can help turn uncertainty into direction and more peace of mind.

09/15/2026

Scams are getting more sophisticated. The best protection often starts with one simple habit: pause before you click, share, or send money.

In this blog, we’re sharing 6 common scams to watch for and a few practical reminders to help you and your family stay alert.

Learn more: https://leestoerzinger.com/blog/scams-to-look-out-for

09/08/2026

Financial planning has changed a lot since 1993 when Lee got started. But one thing has always mattered: understanding the person behind the numbers. In our latest blog, Lee shares the story of how connecting money to real life has guided his work from the beginning.

Read the full story: https://leestoerzinger.com/blog/financial-planning-before-it-was-cool

Financial Planning Before It Was Cool September 6, 2026 Financial Planning Insights Sometimes the best way to build a financial plan has very little to do with money at first. When I entered the financial services business in 1993, much of the industry was built around products. Find the need. Offer...

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