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.
Reflecting on meaningful client relationships, Lee Shertzer discusses the significant role that mentorship plays in our lives
Wondering what’s going on with the markets? Lee Shertzer shares a helpful illustration about “Mr. Economy”
Lee Shertzer shares a helpful tool for parents to teach their children valuable lessons about money management
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
Considering your options for retirement? See how retirement communities compare to other living options, including home care.
According to one study, there are over 60 different possible transitions in our lifetime. Are you ready for the expected – and unexpected – in your life?
Do you know how your financial advisor makes money? Could it be dependant on what products they guide you to? In this video, learn about fee-only advisors and how they help eliminate potential conflict of interest issues with clients.
