Lee Stoerzinger Wealth Management

11/03/2026

November is National Family Caregivers Month. We'd like to take this time to recognize and thank the people who provide care to their loved one around the clock.

Their dedication means organizing care schedules, appointments, managing responsibilities, and providing hands-on care day after day.

Thank you to those who give so much of themselves to care for others!

10/27/2026

Wondering how you can prepare your finances for the year ahead? Our year-end financial checklist highlights a few important items to consider before the calendar turns. Taking time now to review your finances can help you wrap up the year with confidence and start the new one with a clear plan.

Read more: https://leestoerzinger.com/blog/year-end-financial-checklist

10/21/2026

Join us in wishing Nicole and Tom Ford a very happy 10th wedding anniversary!

Congratulations on this wonderful milestone, Nicole, and more than a decade of memories together. Here’s to many more happy years ahead! 🌻

10/20/2026

It’s been an eventful couple of weeks for our team! From a Financial Forum at U.S. Bank Stadium to our Annual Planning meeting in Stillwater, we’ve been out and about, soaking up the energy of fall before the quieter pace of winter settles in.

What have you been enjoying most about fall so far?

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