Stefan Greenberg, CFP®, CFS, CLTC
Stefan Greenberg is a Managing Partner who has been with Lenox Advisors since 2005. Stefan is responsible for working with both corporate and high-net-worth individual clients of the firm. He specializes in comprehensive financial planning, wealth management, estate planning and insurance services for individual clients. Additionally, he helps businesses attract, reward and retain top-level employees through the use of tax-efficient techniques.
Stefan previously worked for Cowan Financial Group, as a Managing Director for 11 years. Throughout his career, he has earned his Certified Financial Planner (CFP®) designation as well as his Certified Fund Specialist (CFS) designation and is certified in Long Term Care (CLTC). Additionally, he also holds FINRA Series 6, 7 and 63 registration. He graduated from Cornell University.
Stefan serves as a Chair for the Agent Advisors Association (AAX) with Mass Mutual, Board Member of Cornell Alumni Advisory Board (CAAB), President of the Cornell Men’s Alumni Soccer Association, Board Member for Maccabi USA and Board Member of Street Soccer USA (NY Chapter).
Email: sgreenberg@lenoxadvisors.com | Website: www.lenoxadvisors.com | LinkedIn: www.linkedin.com/in/stefangreenberg
Latest articles by Stefan Greenberg, CFP®, CFS, CLTC
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Five Things You Must Do to Retire With Confidence
Making sure you won't run out of money once you retire starts with taking these simple but important steps.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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10 Good Reasons to Revisit Your Will
Life changes often, so taking a good look at your will every three to five years can ensure everything from beneficiaries to changes in the law are up to date.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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How Tax Diversification Can Increase Your Retirement Income
Just as you allocate your invested assets, you can also diversify with taxable, tax-free and tax-deferred accounts.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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Single-Premium Insurance: A Different Way to Pay for Coverage
Single-premium programs enable you to pay future annual premiums on an existing or new policy by purchasing a single-premium immediate annuity (SPIA).
By Stefan Greenberg, CFP®, CFS, CLTC Published
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Stressing About RMDs? Two Ways to Reduce or Even Eliminate Them
If looming taxes on required minimum distributions (RMDs) are keeping you awake at night, consider transferring money to a QLAC or converting to a Roth IRA.
By Stefan Greenberg, CFP®, CFS, CLTC Published