Change is Hard.
January 23, 2024
The transition from TD Ameritrade to Charles Schwab
Author:
Exploring Generosity: A Journey of Reflection and Giving
October 11, 2023
Lee Shertzer explores how the profound impact of generosity can shape lives and communities for the better.
“Can I Retire?”
July 12, 2023
Lee Shertzer shares several key aspects that can help you determine whether you’re financially ready to retire
By aligning personal values, priorities, and life goals with financial objectives. Financial Life Planning helps individuals achieve greater financial security, independence, and success while also providing lifelong purpose and fulfillment.
Mentee or Mentoring?
February 16, 2023
Reflecting on meaningful client relationships, Lee Shertzer discusses the significant role that mentorship plays in our lives
What Happened to Mr. Economy?
November 10, 2022
Wondering what’s going on with the markets? Lee Shertzer shares a helpful illustration about “Mr. Economy”
Train Up a Child in the Way They Should Go…
August 4, 2022
Lee Shertzer shares a helpful tool for parents to teach their children valuable lessons about money management
Why Have a Wedding Planner?
June 29, 2022
Reflecting on his son’s recent wedding, Lee Shertzer makes a parallel between wedding planners and financial advisors
W. Lee Shertzer revisits a timeless book that sparks productive conversations between adult children and their aging parents
Retirement Communities: Are They Right for You?
March 30, 2022
Considering your options for retirement? See how retirement communities compare to other living options, including home care.