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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.
Is $1 Million Enough to Retire?

Is $1 Million Enough to Retire? – Ep133

One of the most common questions pre-retirees ask when considering retirement is, "Is $1 million enough to retire?" Today, we are discussing … [Read more...] about Is $1 Million Enough to Retire? – Ep133

401K and Divorce: What Happens?

401K and Divorce: What Happens Now? – Ep132

One of the most common questions in retirement planning is what happens to a spouse's 401(k) during a divorce. Today, in "401K and Divorce: … [Read more...] about 401K and Divorce: What Happens Now? – Ep132

Understanding the Different Types of Annuities

Understanding the Different Types of Annuities

If you're like most pre-retirees or retirees, you've probably asked yourself, “How do I create enough income to last the rest of my life?” … [Read more...] about Understanding the Different Types of Annuities

4 Questions to Ask Your Financial Planner

4 Questions to Ask a Financial Planner – Ep131

The right financial planner can be a game-changer in your plan to create a secure financial future you love. One of the best places to start … [Read more...] about 4 Questions to Ask a Financial Planner – Ep131

Avoiding the Silver Squatters Trap

Avoiding the Silver Squatters Trap – Ep130

Imagine waking up to a parent, relative, or friend who refuses to leave your home. Well, for many, it is a painful reality that can wreak … [Read more...] about Avoiding the Silver Squatters Trap – Ep130

When to Buy an Annuity and Why Timing Matters

When to Buy an Annuity and Why Timing Matters

If you’re in your 50s or 60s and starting to think seriously about retirement, one of the questions you’ve likely considered is, “When … [Read more...] about When to Buy an Annuity and Why Timing Matters

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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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