All in Goal Setting

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

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.

AP News Interview Feature: How to balance competing savings goals

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.”

Discover the newest trends in travel & how they could change your life

What does your dream vacation look like?

Are you picturing the white sandy beaches of a tropical island?

Maybe lush wilderness, ancient ruins, or a glittering city?

If you’re like many folks, you want luxury and a longer stay for your next vacation.1

You may even want to connect, heal, or finally experience that once-in-a-lifetime adventure.2

Those are just some of the most popular trends in travel these days.

2021 End of Year Wishes

As another eventful year comes to a close, I’d like to offer a heartfelt “thank you” for allowing us here at Aquila Wealth Advisors, LLC to have an impact on your financial independence and business ownership journey.

2021 was another year of uncertainty, but also a year where the indomitable human spirit shined.

There's a lot we can't control about the future, but we can control a few things.

As we usher in a new year with great expectations, here are some things to focus on:

Embracing Your Vision

Thinking About Financial Goals

This is meant to be a helpful infographic to jog your mind of financial goal categories one could set goals within. Sometimes it’s difficult to get the ball rolling mentally, especially if long-term financial goal setting isn’t your cup of tea. Which, let’s be honest, who is setting aside their Friday nights writing down their long-term financial goals? Almost no-one.