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Financial Planning

Financial Freedom Formula Guide
Congratulations on committing to live a richer and more fulfilling life! Our goal is to provide you with the resources you need to master money and create wealth so you can live a financially free life you love!
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What Does a Financial Planner Do and How Can They Help You

What Does a Financial Planner Do and How Can They Help You?

If you’re approaching retirement or navigating life’s financial complexities, you’ve probably wondered: “What exactly does a financial … [Read more...] about What Does a Financial Planner Do and How Can They Help You?

Discover the Best Countries to Retire with Confidence

Discover the Best Countries to Retire in with Confidence

Imagine waking up in a place where your money stretches further, the climate suits your lifestyle, and your days are filled with purpose—not … [Read more...] about Discover the Best Countries to Retire in with Confidence

How I Saved 70k on My Kitchen Remodel

How I Saved $70,000 on My Kitchen Remodel – Ep114

Most remodeling jobs are expensive, especially when you start replacing cabinets, granite, or appliances. Today, I share how I saved … [Read more...] about How I Saved $70,000 on My Kitchen Remodel – Ep114

Retire in Spain: Considerations Before Making the Move

Retire in Spain: Considerations Before Making the Move

Many people dream of sipping café con leche in a sunny plaza, wandering through cobblestone streets, or enjoying world-class healthcare … [Read more...] about Retire in Spain: Considerations Before Making the Move

Some of the Best Foods for Energy and Focus

Some of the Best Foods for Energy and Focus

If you're in your 50s or early 60s, you’re likely thinking about how to make your next phase of life your best one yet. For most … [Read more...] about Some of the Best Foods for Energy and Focus

Is Interest on Treasury Bills Taxable

Is Interest on Treasury Bills Taxable?

A common question people ask is if interest on treasury bills is taxable. And while it is not subject to state tax, many people are … [Read more...] about Is Interest on Treasury Bills Taxable?

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Estate & Retirement Strategies, LLC, (“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 from various third party sources.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

ERS provides comprehensive financial planning, insurance, and investment management services.

Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

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