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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

What Does a Financial Planner Do and How Can They Help You

What Does a Financial Planner Do and How Can They Help You?

If you’re approaching retirement or navigating life’s financial complexities, you’ve probably wondered: “What exactly does a financial … [Read more...] about What Does a Financial Planner Do and How Can They Help You?

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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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