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How to Avoid Running Out of Money in Retirement – Ep41

by: Annette Bau, CFP®

How to Avoid Running Out of Money in Retirement

The fear of outliving your money is terrifying. The Millionaire Insider’s® Women and Money Study showed that the most common fear was … [Read more...] about How to Avoid Running Out of Money in Retirement – Ep41

How to Avoid Probate and Preserve Your Legacy

by: Annette Bau, CFP®

How to Avoid Probate and Preserve Your Legacy

Introduction: How to Avoid Probate Probate is a legal process that occurs after someone passes away. It includes: Validation of … [Read more...] about How to Avoid Probate and Preserve Your Legacy

How Much Money Do You Need to Retire Comfortably?

by: Annette Bau, CFP®

Retirement is one of the most significant milestones in your life. Some people eagerly anticipate it, and others pretend it doesn't … [Read more...] about How Much Money Do You Need to Retire Comfortably?

How to Manage Money and Why It Matters – Ch1003

by: Annette Bau, CFP®

How to Manage Money

Updated December 22nd, 2023. Introduction – How to Manage Money A money management plan is an essential tool for our lives. Too often, … [Read more...] about How to Manage Money and Why It Matters – Ch1003

Financial Anxiety: Finding Peace with Your Money

by: Annette Bau, CFP®

Financial Anxiety: Finding Peace with Your Money

Financial anxiety refers to worrying about money and fearing one’s finances. Money stress can cause mental and physical health … [Read more...] about Financial Anxiety: Finding Peace with Your Money

Inheritance Tax Planning to Keep More of Your Money

by: Oscar Alvarez, CFP®, CDFA®

Inheritance Tax Planning

Understanding what taxes may apply to your inheritance You may have recently been informed that you will receive an inheritance from your … [Read more...] about Inheritance Tax Planning to Keep More of Your Money

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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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