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Lifestyle Creep and Your Financial Future

by: Annette Bau, CFP®

Lifestyle Creep And Your Financial Future

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

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

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

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

What Are the Different Types of Annuities for Retirement

by: Annette Bau, CFP®

What Are The Different Types Of Annuities For Retirement

There are many types of annuities that can be a smart decision for retirees. Today, we are diving into the different types of annuities for … [Read more...] about What Are the Different Types of Annuities for Retirement

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7 Principles of Becoming a Millionaire for Life The 7 Principles of Becoming a Fulfilled and Wealthy Millionaire," contains over 30+ years of research on money, mindset, and success. Click to get the 7 Principles.

About Annette Bau, founder of The Millionaire Insider®
Hi, I'm Annette

I'm a mid-western girl who began investing $25 per month and turned it into a multi-million dollar empire. I love hiking, skiing (not always lovin' it when I'm trying to catch my kids :) ), yoga, matcha tea lattes, and working because I choose to. My commitment? Teach you how to secure a retirement and financially free life you love!
Click to learn more.

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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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