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Wealth + Money

The Best Financial Decisions I Have Made – Ep29

by: Annette Bau, CFP®

The Best Financial Decisions I Have Made

Updated October 24th, 2023. Do you ever wish that you knew things years ago? Or that you could reduce the time of your learning curve, or … [Read more...] about The Best Financial Decisions I Have Made – Ep29

Inheritance Planning: What You Should Know

by: Annette Bau, CFP®

Inheritance Planning: What You Should Know

Introduction to Inheritance Planning Inheritance planning is a critical aspect of financial planning that often gets overlooked until it's … [Read more...] about Inheritance Planning: What You Should Know

How to Think Like a Millionaire – Ep28

by: Annette Bau, CFP®

How to Think Like a Millionaire

Today, in "How to Think Like a Millionaire," you will learn four critical insights on what they do differently than others. If you want to … [Read more...] about How to Think Like a Millionaire – Ep28

Overspending – Why We Do It and How to Stop – Ep27

by: Annette Bau, CFP®

Overspending – Why We Do It And How To Stop

Today, we're talking about "How to Stop Overspending." Now, before we dive in, I want you to think about some other addictions, like … [Read more...] about Overspending – Why We Do It and How to Stop – Ep27

What is an Estate Plan and Why is It Important

by: Annette Bau, CFP®

What Is An Estate Plan And Why Is It Important

Today, in “What is an Estate Plan and Why is It Important,” we will dive into the process that involves making critical decisions about how … [Read more...] about What is an Estate Plan and Why is It Important

Ways to Avoid Probate On Your Assets – Ep26

by: Annette Bau, CFP®

Ways To Avoid Probate On Your Assets

You have spent time and effort creating a wonderful estate plan. But because you didn't update your assets' title and beneficiary … [Read more...] about Ways to Avoid Probate On Your Assets – Ep26

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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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