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How Much Money Do You Need to Retire Comfortably?

Retirement is one of the most significant milestones in your life. Some people eagerly anticipate it, and others pretend it doesn't … [Read more...] about How Much Money Do You Need to Retire Comfortably?

Money Beliefs That Determine Your Future

Money Beliefs That Determine Your Future – Ep40

Beliefs are powerful and impact all aspects of our lives, including our relationship with money. Sometimes, we don’t have the belief in … [Read more...] about Money Beliefs That Determine Your Future – Ep40

How to Manage Money

How to Manage Money and Why It Matters – Ch1003

Updated December 22nd, 2023. Introduction – How to Manage Money A money management plan is an essential tool for our lives. Too often, … [Read more...] about How to Manage Money and Why It Matters – Ch1003

Steve Ledson of Ledson Winery

A Conversation with Steve Ledson of Ledson Winery – Ch108

Updated December 22nd, 2023. Have you ever seen a mansion and wanted to learn the story behind the owner? Perhaps you have wondered how … [Read more...] about A Conversation with Steve Ledson of Ledson Winery – Ch108

Financial Anxiety: Finding Peace with Your Money

Financial Anxiety: Finding Peace with Your Money

Financial anxiety refers to worrying about money and fearing one’s finances. Money stress can cause mental and physical health … [Read more...] about Financial Anxiety: Finding Peace with Your Money

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

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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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