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Retirement Planning

Retirement Plan Checklist
Congratulations on taking the first step to live a richer and more fulfilling life!
Creating your retirement plan will give you clarity and confidence to stop worrying and start living your dream life. Click here and download the Retirement Plan Checklist.
Travel on a Budget

Travel on a Budget: Smart Planning for a Richer Retirement – Ep125

Many people dream of traveling when they retire without depleting their nest egg. Today's episode, "Travel on a Budget," provides ideas and … [Read more...] about Travel on a Budget: Smart Planning for a Richer Retirement – Ep125

Are Annuities a Good Investment for Retirees or Pre-Retirees?

Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

Is Retiring in Portugal Right For You?

Is Retiring in Portugal Right For You?

Today, we dive into Retiring in Portugal. Regardless of where you are considering relocating to in retirement, this article provides … [Read more...] about Is Retiring in Portugal Right For You?

How Do I Rollover a 401(k) to an IRA?

How Do I Rollover a 401(k) to an IRA?

Before we dive into how you rollover a 401(k) to an IRA, let's review the information you need to know when making this decision. What … [Read more...] about How Do I Rollover a 401(k) to an IRA?

What Is a Traditional IRA vs. a Roth IRA?

What Is a Traditional IRA vs. a Roth IRA?

If you’re within 10 years of retirement and thinking about how to build a financially secure life, you’re not alone. Many people want … [Read more...] about What Is a Traditional IRA vs. a Roth IRA?

Pros and Cons fo Downsizing Your Home in Retirement

Pros and Cons of Downsizing Your Home in Retirement

If retirement is coming up in the next five to ten years, you’ve probably asked yourself an important question: “Should I consider … [Read more...] about Pros and Cons of Downsizing Your Home in Retirement

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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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