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

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What is Income Tax Planning?

by: Annette Bau, CFP®

What Is Income Tax Planning?

Income tax planning is a strategic approach to reducing your tax liability legally and effectively. This involves understanding your unique … [Read more...] about What is Income Tax Planning?

What is Medicare, and What You Need to Know?

by: Susan Swinehart, Attorney

What Is Medicare, And What You Need To Know?

Planning for health insurance when you are retired is an integral part of a successful financial strategy. Medicare is a federal … [Read more...] about What is Medicare, and What You Need to Know?

Network Marketing Success with Jules Price – Ch112

by: Annette Bau, CFP®

Success Secrets Jules Price

In Network Marketing Success, Jules Prices, a world-renowned musical theater singer, shares the insight she has learned in the trenches … [Read more...] about Network Marketing Success with Jules Price – Ch112

How to Make a Monthly Budget – Ch102

by: Annette Bau, CFP®

How to Make a Monthly Budget

Updated January 9the, 2023 While many people may wonder how to make a monthly budget, few realize it can be something to look forward to … [Read more...] about How to Make a Monthly Budget – Ch102

5 Ways to Earn Money

by: Annette Bau, CFP®

5 Ways To Earn Money

One of the most critical wealth-building insights is your ability to generate or earn more money. The best time to create a Plan B is … [Read more...] about 5 Ways to Earn Money

What is Widowhood, and How Do I Prepare for It?

by: Annette Bau, CFP®

What is Widowhood and How do I Prepare for It

Widowhood is the state or condition of being a widow after a spouse has died. Widowhood can be challenging for many, as it is a time of … [Read more...] about What is Widowhood, and How Do I Prepare for It?

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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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