LISTEN TO THE LATEST PODCAST EPISODE: Helping Aging Parents Without Hurting Your Financial Future – Ep172

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Wealth + Money

How to Avoid Emotional Investing

by: Annette Bau, CFP®

How to Avoid Emotional Investing

Introduction to Emotional Investing and How It Impacts Your Financial Future Investing can be a powerful tool for building wealth and … [Read more...] about How to Avoid Emotional Investing

Understanding Bank Fraud and How to Prevent It

by: Annette Bau, CFP®

Understanding Bank Fraud And How To Prevent It

Understanding Bank Fraud Bank fraud is a pervasive and evolving threat that can have devastating consequences for individuals and financial … [Read more...] about Understanding Bank Fraud and How to Prevent It

6 Retirement Planning Mistakes You Need to Avoid – Ep24

by: Annette Bau, CFP®

6 Retirement Planning Mistakes You Need to Avoid

Nothing is worse than realizing you haven’t saved enough money for retirement. If you’re not convinced, I have a fun exercise to prove my … [Read more...] about 6 Retirement Planning Mistakes You Need to Avoid – Ep24

Financial Advice – What You Need to Know

by: Annette Bau, CFP®

Financial Advice - What You Need To Know

Financial stability is the cornerstone of a secure and fulfilling life. Whether you are just starting your journey or want to improve … [Read more...] about Financial Advice – What You Need to Know

What is Required Minimum Distribution (RMD)? – Ep23

by: Annette Bau, CFP®

What is Required Minimum Distribution (RMD)?

RMD is the acronym for Required Minimum Distribution. It is also referred to as MRD (Minimum Required Distribution). It means taking … [Read more...] about What is Required Minimum Distribution (RMD)? – Ep23

Money Numbers You Need To Know

by: Annette Bau, CFP®

Money Numbers You Need To Know

Updated September 8th, 2023 To achieve financial freedom and stability, you need to know a few critical money numbers. If you search … [Read more...] about Money Numbers You Need To Know

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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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