Wealth + Money

How to Hire an Architect – Ch187

by: Annette Bau, CFP®

Hiring an architect is essential to having a smooth construction project. However, choosing the right architect requires careful … [Read more...] about How to Hire an Architect – Ch187

Free Financial Advice – When It’s Good and Not – Ep32

by: Annette Bau, CFP®

Today, we're discussing free financial advice, actually all financial advice. The number of wealthy women who have shared that they … [Read more...] about Free Financial Advice – When It’s Good and Not – Ep32

Lifestyle Creep and Your Financial Future

by: Annette Bau, CFP®

Introduction Financial stability is a goal many individuals aspire to achieve. However, as a person's income increases, so does their … [Read more...] about Lifestyle Creep and Your Financial Future

Banking Fraud Real-Time – Ep31

by: Annette Bau, CFP®

Preventing banking fraud requires a combination of awareness and proactive measures. Below are some tips and tricks to keep your money … [Read more...] about Banking Fraud Real-Time – Ep31

Common Money Blocks That Keep You Broke – Ep30

by: Annette Bau, CFP®

Updated October 30th. If you're not achieving your desired results or continuously have barriers keeping you from your goals, then you … [Read more...] about Common Money Blocks That Keep You Broke – Ep30

Sudden Wealth Syndrome: Navigating Instant Wealth

by: Annette Bau, CFP®

Introduction to SWS (Sudden Wealth Syndrome) Sudden wealth, good fortune, or many other circumstances can quickly turn into a nightmare for … [Read more...] about Sudden Wealth Syndrome: Navigating Instant Wealth

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.