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Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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What does your home really cost?

How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

 

Contact

Business Address:  6207 S Walnut St. Suite 400 Loomis, CA 95650

Office: (916)797-1188

Fax: (916)797-1272

info@Schererwealth.com

 

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Each week the LPL Financial Research Team assembles thoughtful insight on market and economic news.

Download Market Commentary

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

James Scherer is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, GA, OK, OR, SC & UT. 

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Contact

Scherer Wealth Management
Office: (916) 797-1188
Fax:(916) 797-1272

6207 S Walnut St
Suite 400
Loomis , CA 95650

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