Lee Shertzer compares Artificial Intelligence rise to the sewing machine’s impact in the 1800s, highlighting that while disruptive, AI will enhance productivity and create new opportunities, urging us to adapt and embrace change.
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Embracing Necessary Conversations This Holiday Season
December 12, 2024
The holiday season is often the perfect chance to engage in meaningful conversations with loved ones.
Change is Hard.
January 23, 2024
The transition from TD Ameritrade to Charles Schwab
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