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Navigating and Minimizing Taxes in Retirement

Navigating and Minimizing Taxes in Retirement

While most people don't love paying income tax on money earned, they expect and plan for it. However, getting an unexpected tax bill or … [Read more...] about Navigating and Minimizing Taxes in Retirement

Money Mistakes Wealthy People Avoid, and You Should Too

Money Mistakes Wealthy People Avoid – Ep47

Have you ever made a money mistake? Who hasn't, right? Here is the million-dollar lesson. Did you learn from it, or did you repeat … [Read more...] about Money Mistakes Wealthy People Avoid – Ep47

5 Steps to Managing Sudden Wealth

4 Steps to Managing Sudden Wealth – Ep46

Think about how sudden wealth occurs - one day, your life is good, and the next day, you are wealthy. In an instant, your life changes … [Read more...] about 4 Steps to Managing Sudden Wealth – Ep46

Financial Confidence: Why It is So Important

Financial Confidence and a Secure Financial Future – Ep45

Financial confidence plays a crucial role in making wise and informed money decisions. A 2023 NerdWallet survey revealed that … [Read more...] about Financial Confidence and a Secure Financial Future – Ep45

3 Steps to Manage Anxiety About Money

3 Steps to Manage Anxiety About Money – Ep44

Money anxiety is also called financial anxiety. Financial stress is one of the primary sources of anxiety. As the cost of living continues … [Read more...] about 3 Steps to Manage Anxiety About Money – Ep44

How to Choose a Financial Advisor

How to Choose a Financial Advisor – Ep43

Is your financial situation complex? For example: Do you own multiple investments? Will you need to update your estate plan? Do … [Read more...] about How to Choose a Financial Advisor – Ep43

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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.

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