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4 Retirement Fears and How to Manage Them

by: Annette Bau, CFP®

4 Retirement Fears And How To Manage Them

When it comes to retirement planning, most people worry about what their future will hold. This is especially true for most women. The … [Read more...] about 4 Retirement Fears and How to Manage Them

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

How Can You Maximize Your Social Security Benefits? – Ep7

by: Susan Kroger, CFP®, CDFA®

Can You Maximize Your Social Security Benefits?

Possibly the most important question you can ask before you retire is, "How can I maximize my social security benefits?" The short answer is … [Read more...] about How Can You Maximize Your Social Security Benefits? – Ep7

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?

Investment Planning – How to Build A Strategy That Works for You

by: Annette Bau, CFP®

Investment Planning – How To Build A Strategy That Works For You

Many people want to understand investment planning, but it’s far more effective to determine why you’re investing in the first place. A … [Read more...] about Investment Planning – How to Build A Strategy That Works for You

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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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