The holiday season is often the perfect chance to engage in meaningful conversations with loved ones.
The transition from TD Ameritrade to Charles Schwab
Lee Shertzer explores how the profound impact of generosity can shape lives and communities for the better.
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
