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Wealth + Money

3 Key Financial Numbers You Should Know – Ep18

by: Annette Bau, CFP®

3 Key Financial Numbers You Should Know

It's interesting how many people tell themselves they're bad with numbers, or my favorite one is that I don't do numbers. And my comment is, … [Read more...] about 3 Key Financial Numbers You Should Know – Ep18

Financial Literacy: Empowering Your Financial Future

by: Annette Bau, CFP®

Financial Literacy: Empowering Your Financial Future

Financial literacy is a fundamental skill that everyone should possess to manage their personal finances effectively. It involves … [Read more...] about Financial Literacy: Empowering Your Financial Future

What Is Compound Interest, And Why It Is Important?

by: Annette Bau, CFP®

What Is Compound Interest And Why It Is Important.

Understanding and Leveraging Compound Interest for Long-Term Financial Growth In the world of personal finance, a powerful concept that can … [Read more...] about What Is Compound Interest, And Why It Is Important?

Why Understanding Behavioral Finance is Important – Ep14

by: Annette Bau, CFP®

Money In Motion

What is Behavioral Finance? Behavioral finance is a study that blends traditional finance theory with psychology. The goal is to understand … [Read more...] about Why Understanding Behavioral Finance is Important – Ep14

Longevity and the Risk of Outliving Your Money – Ep12

by: Annette Bau, CFP® and Susan Swinehart, Attorney

Longevity And The Risk Of Outliving Your Money

One of the greatest retirement fears is outliving your money. And it is a real fear. People are living longer because of the focus and … [Read more...] about Longevity and the Risk of Outliving Your Money – Ep12

What You Need to Know About a ROTH IRA – Ep9

by: Oscar Alvarez, CFP®, CDFA®

What You Need To Know About A ROTH IRA

A critical component of a financial plan is your retirement strategy. Today, you will learn everything you need to know about a ROTH … [Read more...] about What You Need to Know About a ROTH IRA – Ep9

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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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