Published Articles

We've been writing and publishing our regular quarterly financial newsletter for almost two decades. Discover our wealth of knowledge through reading our best articles on lifestyle, investing and retirement in one place. Read them by category or search by your favorite keywords. You can even download whole past issues.

Featured Articles by Lee Stoerzinger

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Fair

A few months ago, we had a recent widow in our office. She is in her 80’s, and so was her husband who recently died. It was one of those marriages we see often with that generation, wh »»» read more

lifestyle - 1st Quarter 2011

Life After Work

When someone retires, it can be one of the most exciting, but significant times for change in a persons life. No more setting the alarm clock. Morning coffee can last as long as you want. Ho »»» read more

retirement - 4th Quarter 2010

The School Bus Technique

Many mornings on the way in to work, I find myself following behind a school bus. You know, stopping every seventy five feet to pick up children, just when you are in a hurry. Then again, it »»» read more

investing - 1st Quarter 2012 | Keywords: Allocation