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Navigating and Minimizing Taxes in Retirement

Navigating and Minimizing Taxes in Retirement

While most people don't love paying income tax on money earned, they expect and plan for it. However, getting an unexpected tax bill or … [Read more...] about Navigating and Minimizing Taxes in Retirement

5 Steps to Managing Sudden Wealth

4 Steps to Managing Sudden Wealth – Ep46

Think about how sudden wealth occurs - one day, your life is good, and the next day, you are wealthy. In an instant, your life changes … [Read more...] about 4 Steps to Managing Sudden Wealth – Ep46

How to Avoid Running Out of Money in Retirement

How to Avoid Running Out of Money in Retirement – Ep41

The fear of outliving your money is terrifying. The Millionaire Insider’s® Women and Money Study showed that the most common fear was … [Read more...] about How to Avoid Running Out of Money in Retirement – Ep41

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?

How to Manage Sudden Wealth

How to Manage Sudden Wealth and Enjoy Your Money

In How to Manage Sudden Wealth, you will learn: What it is Types of sudden wealth How to manage your windfall What is Sudden … [Read more...] about How to Manage Sudden Wealth and Enjoy Your Money

How to Avoid Emotional Investing

How to Avoid Emotional Investing

Introduction to Emotional Investing and How It Impacts Your Financial Future Investing can be a powerful tool for building wealth and … [Read more...] about How to Avoid Emotional Investing

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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.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

ERS provides comprehensive financial planning, insurance, and investment management services.

Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

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