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What is a Deca-millionaire and How do I Get There

What is a Deca-millionaire, and How do I Get There?

While most people understand the term millionaire, far fewer know what the term deca-millionaire means. Others believe accumulating an … [Read more...] about What is a Deca-millionaire, and How do I Get There?

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

What is a Spendthrift Trust & Do You Need One

What is a Spendthrift Trust and Do You Need One? – Ep113

Most people have someone in their family who is not qualified or capable of managing their finances, especially when the situation is … [Read more...] about What is a Spendthrift Trust and Do You Need One? – Ep113

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?

What is a Financial Plan and Why is it Important?

What is a Financial Plan and Why is it Important? – Ep111

One of the cornerstones of success is a plan. Today, you will learn what a financial plan is and why it is so important. Most people rely … [Read more...] about What is a Financial Plan and Why is it Important? – Ep111

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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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