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Key Updates to the Secure Act 2.0: What You Need to Know Thumbnail

Key Updates to the Secure Act 2.0: What You Need to Know

October 20, 2025 Financial Planning Asset Management Tax Efficiency

Information or Knowledge Thumbnail

Information or Knowledge

October 13, 2025 Insights

Written by Lee Stoerzinger, CFP®

Will The Feds Lower Rates Soon? Thumbnail

Will The Feds Lower Rates Soon?

September 15, 2025 Insights

Written by Lee Stoerzinger, CFP®

Did You Know That We Can Help With Medicare Plans? Thumbnail

Did You Know That We Can Help With Medicare Plans?

September 1, 2025 Financial Planning Insights

Written by Lee Stoerzinger, CFP®

What Led Me to Writing? Thumbnail

What Led Me to Writing?

August 18, 2025 Insights

Written by Lee Stoerzinger, CFP®

The Taxes We Pay are Just as Important as the Returns We Earn Thumbnail

The Taxes We Pay are Just as Important as the Returns We Earn

August 4, 2025 Tax Efficiency

Written by Lee Stoerzinger, CFP®