Oct 19

Oct 19 We were featured in NerdWallet: 7 Saving Strategies You May Not Have Tried Yet

We were recently interviewed for this NerdWallet article: https://www.nerdwallet.com/article/finance/7-saving-strategies-you-may-not-have-tried-yet

Here’s a snippet from the article:

With the holiday shopping season just starting and prices of many consumer goods continuing to rise, saving money can seem impossible. But those financial pressures also make doing so even more important.

“Saving is your margin,” says Eric Maldonado, a certified financial planner and owner of Aquila Wealth Advisors. “When things happen — your car breaks down or there’s a layoff, or smaller stuff like gifts for the holidays — you have something to fall back on.” Maldonado notes that saving can also allow you to have money for fun things.

Jun 23

Jun 23 Video: Common Questions Entrepreneurs Ask a Financial Planner

Eric Maldonado, CFP®, MBA

Business Owners, Video, Webinar, Cash Flow Planning, Tax Planning

I address common entrepreneur questions regarding finances and business profit strategy in this webinar replay.

Topics include:

- Protection Planning and Risk Strategy

- Business Structure and Entity Selection

- Owner Pay

- Budgeting in the Business

- Cash Flow Management

- Debt and Financing Options

- Employees and payroll

- Tax savings ideas

- Retirement Plan options

Jun 13

Jun 13 NerdWallet Feature: 5 Tips to Tackle a Home Remodel in an Uncertain Economy

Eric Maldonado, CFP®, MBA

Cash Flow Planning, Financial Planning, Goal Setting, Real Estate

We were recently featured in NerdWallet discussing tips for home remodel financial planning.

Article link here: https://www.nerdwallet.com/article/loans/personal-loans/home-remodel-uncertain-economy

Article by Annie Millerbernd.

5 Tips to Tackle a Home Remodel in an Uncertain Economy

Planning and prioritizing can help you accomplish home improvement projects — even when the economy is shaky.

Jun 9

Jun 9 Online Education Event: Entrepreneur Questions for a Financial Advisor

Eric Maldonado, CFP®, MBA

Webinar, Business Owners, Cash Flow Planning, Tax Planning

June 15 @ 12:00 pm - 1:00 pm PDT

On June 15, Aquila Wealth Advisors, LLC will host a webinar titled “Entrepreneur Questions for a Financial Advisor.” Successful entrepreneurs have a deep knowledge of the world of business finances. By educating yourself on everything from business structures to taxes, you set yourself and your business up for success. This webinar will address cash flow, debt, business valuation, employees, and much more. Eric Maldonaldo, CFP®, MBA an experienced financial advisor, will present. Business owners and aspiring entrepreneurs can level up their financial knowledge with this educational event.

Register here: https://us06web.zoom.us/webinar/register/1616851299172/WN_WuDY1JWbRKmukCvFgl0pOA#/registration

Apr 19

Apr 19 VIDEO: Investing in High Yield Savings Accounts vs. the Stock Market -- What to Consider

Eric Maldonado, CFP®, MBA

Video, Investing, Cash Flow Planning

In today’s video we tackle the questions:

What are current high-yield savings rates?

How do they compare to investing in the stock market?

What are some considerations with deciding whether to invest in a high-yield savings account or the stock market?

Is now the time to invest in the stock market due to high inflation?

Are high-yield savings account too good to pass up?

Nov 30

Nov 30 How Small Businesses Can Be Profitable Amid Inflation

Eric Maldonado, CFP®, MBA

Business Owners, Financial Planning, Cash Flow Planning

Read more about creating an effective business cash flow system.

Sep 15

Sep 15 AP News Interview Feature: How to balance competing savings goals

Eric Maldonado, CFP®, MBA

Cash Flow Planning, Financial Planning, Goal Setting

We were recently featured in an AP News article entitled “How to balance competing savings goals”

See the article here: https://apnews.com/article/a12838a96a99b4d2b3273c246bc61e2a

Here’s one excerpt from the article:

“Now more than ever, people are understanding the importance of a rainy day fund,” says Eric Maldonado, certified financial planner and owner of Aquila Wealth Advisors in San Luis Obispo, California. “It’s good fundamentals to have cash in case stuff starts costing more.”

Aug 15

Aug 15 Video Replay: How Small Businesses Can Be Profitable in the Midst of Inflation

Eric Maldonado, CFP®, MBA

Business Owners, Cash Flow Planning, Video, Tax Planning

Eric Maldonado, CFP®, MBA, recently spoke at a webinar entitled: How Small Businesses Can Be Profitable in the Midst of Inflation. He helped viewers better understand their business finances, implement a process for maximizing business cash flow, and how to grow business profits. Click on the image to access the video reply.