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Money + Wealth

Money Mindset 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!
Your best first step to creating a fulfilled and wealthy life is to create a solid foundation. This guide will show you how.
Click here and download the Money Mindset Guide.
Is $1 Million Enough to Retire?

Is $1 Million Enough to Retire? – Ep133

One of the most common questions pre-retirees ask when considering retirement is, "Is $1 million enough to retire?" Today, we are discussing … [Read more...] about Is $1 Million Enough to Retire? – Ep133

Should I Purchase Pet Insurance?

Should I Purchase Pet Insurance?

If you’re like many of my clients, your pet isn’t “just an animal”; they’re family. As the cost of care for furry friends continues to … [Read more...] about Should I Purchase Pet Insurance?

401K and Divorce: What Happens?

401K and Divorce: What Happens Now? – Ep132

One of the most common questions in retirement planning is what happens to a spouse's 401(k) during a divorce. Today, in "401K and Divorce: … [Read more...] about 401K and Divorce: What Happens Now? – Ep132

Understanding the Different Types of Annuities

Understanding the Different Types of Annuities

If you're like most pre-retirees or retirees, you've probably asked yourself, “How do I create enough income to last the rest of my life?” … [Read more...] about Understanding the Different Types of Annuities

4 Questions to Ask Your Financial Planner

4 Questions to Ask a Financial Planner – Ep131

The right financial planner can be a game-changer in your plan to create a secure financial future you love. One of the best places to start … [Read more...] about 4 Questions to Ask a Financial Planner – Ep131

Hybrid Long Term Care Insurance: What You Need to Know?

Hybrid Long Term Care Insurance: What You Need to Know?

One thing I know for sure is that one of the fastest ways to undermine a secure retirement plan is failing to prepare for unexpected … [Read more...] about Hybrid Long Term Care Insurance: What You Need to Know?

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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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