Lutz & Associates Wealth Strategist

Lutz & Associates Wealth Strategist We exist to help people resolve their conflicts and contradictions around money, allowing them to li

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 600 DELAWARE AVENUE, BUFFALO, NY 14202, ph # 716-817-7109. PAS is a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. LUTZ & ASSOCIATES WEALTH STRATEGISTS is not an affiliate or subsidiary of PAS or Guardian. Guardian, its s

ubsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
03/09/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like...
03/06/2026

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like student loans and your future earnings.

Disability insurance can be more affordable than you think.

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balan...
03/02/2026

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balance sheet. I can help lead your team of CPAs, lawyers, brokers and bankers down the field. That’s my job.

A financial quarterback is someone who understands your finances and your life

Many Americans are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up ...
02/27/2026

Many Americans are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up unexpectedly

An emergency fund can help you pay for unexpected financial emergencies. And having one in place can help ease stress

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does yo...
01/12/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by ag...
01/09/2026

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40. But there may be a better approach.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

What are the important types of insurance to have? Life moves quickly – are your loved ones and legacy adequately protec...
01/05/2026

What are the important types of insurance to have? Life moves quickly – are your loved ones and legacy adequately protected?

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realitie...
01/02/2026

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Becoming a parent is exciting, but having kids is expensive and the costs continue to rise. Here’s how you can start by ...
12/29/2025

Becoming a parent is exciting, but having kids is expensive and the costs continue to rise. Here’s how you can start by planning for your financial future now

Having kids is expensive. Here are 6 steps you can take to plan for your family’s financial future now

The key to healthcare in retirement might be a patchwork of different choices.
12/26/2025

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Check out this video on taxes.
12/22/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy
12/19/2025

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

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69 Monroe Avenue
Pittsford, NY
14534

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+15852641111

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