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Inheritance Tax Planning

Inheritance Tax Planning to Keep More of Your Money

Understanding what taxes may apply to your inheritance You may have recently been informed that you will receive an inheritance from your … [Read more...] about Inheritance Tax Planning to Keep More of Your Money

Avoiding Impulse Buys With The 3 Day Rule

Avoiding Impulse Buys with the 3 Day Rule – EP36

Most people want enough money saved to have peace of mind and financial freedom but succumb to impulse buys that deplete their … [Read more...] about Avoiding Impulse Buys with the 3 Day Rule – EP36

How to Manage Sudden Wealth

How to Manage Sudden Wealth and Enjoy Your Money

In How to Manage Sudden Wealth, you will learn: What it is Types of sudden wealth How to manage your windfall What is Sudden … [Read more...] about How to Manage Sudden Wealth and Enjoy Your Money

How Millionaires Make Money and Create Wealth

How Millionaires Make Money and Create Wealth – Ep35

Recently, somebody asked me how millionaires make money. And then, another person was sharing their thoughts on how millionaires make … [Read more...] about How Millionaires Make Money and Create Wealth – Ep35

Create More Wealth With The 3 Day Rule

Create More Wealth and The 3 Day Rule – Ch1001

Updated December 2nd, 2023. People often refer to wealth as affluence and prosperity. It includes monetary assets and a person’s … [Read more...] about Create More Wealth and The 3 Day Rule – Ch1001

How to Spend Less Money

How to Spend Less Money

Updated December 1st, 2023. A few years ago, I attended a top producer meeting at one of the nicest hotels in Boston, Massachusetts. … [Read more...] about How to Spend Less Money

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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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