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Wealth + Money

Fraud Prevention & Identity Theft: What You Should Know – Ep100

by: Annette Bau, CFP®

Fraud Prevention & Identity Theft: What You Should Know

The recent developments at the Treasury Department have made many of us nervous, and rightly so. Most of us don’t want 20-year-olds to … [Read more...] about Fraud Prevention & Identity Theft: What You Should Know – Ep100

4 Clues You May Run Out of Money – Ep96

by: Annette Bau, CFP®

4 Clues of People Who Run Out of Money

There is nothing fun about running out of money. But for too many people, it is a concern. To help you avoid money problems, we are … [Read more...] about 4 Clues You May Run Out of Money – Ep96

How to Build Generational Wealth (5 Insights) – Ep95

by: Annette Bau, CFP®

How to Build Generational Wealth With These 5 Insights

Many people want to know how to build generational wealth for their family members. Today, we dive into five insights on how you can leave … [Read more...] about How to Build Generational Wealth (5 Insights) – Ep95

4 Tips For Hiring a Financial Advisor – Ep94

by: Annette Bau, CFP®

4 Tips for Hiring a Financial Advisor

Hiring a financial advisor is a significant personal milestone that requires insight to help you make the best decision. It can feel … [Read more...] about 4 Tips For Hiring a Financial Advisor – Ep94

Millionaire Budgeting Tips (Even If You Hate Budgeting) – Ep92

by: Annette Bau, CFP®

Millionaire Budgeting Tips if You Hate Budgeting

Many people believe that millionaires don't have to manage their money. Nothing could be further from the truth. In fact, millionaires who … [Read more...] about Millionaire Budgeting Tips (Even If You Hate Budgeting) – Ep92

How Social Security and Inflation May Impact Your Retirement – Ep88

by: Annette Bau, CFP®

How Social Security and Inflation May Impact Your Retirement

One of the biggest concerns most of us have is how Social Security and inflation may impact our retirement. In the recent Gallop Poll, 9 out … [Read more...] about How Social Security and Inflation May Impact Your Retirement – Ep88

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Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

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