New York Times feature, article link: https://www.nytimes.com/2025/04/13/business/529-investments-stock-market.html
What to Do With a Sudden Windfall | Financial Planning
Whether it's from an inheritance, legal settlement, business sale, or unexpected bonus, a sudden windfall can happen in different ways. Sudden wealth can also leave you feeling unprepared to deal with it emotionally and practically. We've all heard the stories of the lottery winner who ends up worse off than before. Or the superstar professional athlete who goes broke a couple of years after retiring. There's, of course, a smattering of reasons for this, some preventable, some not. However, we can all agree that a little strategy can go a long way.
In this guide, we'll discuss thoughtfully approaching a sudden financial windfall, from the initial mindset to long-term financial planning strategies.
Investopedia Feature: How to Use a Brokerage Account to Fund a Micro-Retirement (Without Touching Your 401(k))
We were recently featured in the Investopedia article titled: How to Use a Brokerage Account to Fund a Micro-Retirement (Without Touching Your 401(k))
Article Link: https://www.investopedia.com/using-a-brokerage-account-to-fund-a-micro-retirement-11724016
The Ultimate Guide to Withdrawal Strategies: Making Your Retirement Savings Last
Retirement is a thrilling milestone, yet it also brings a new chapter of financial responsibility, where you need to replace the familiar monthly paycheck with a well-planned income strategy. Knowing how to transform your retirement savings into a sustainable income stream is a vital part of financial planning for this life stage.
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.
KSBY Interview Feature on the new SAVE plan for Student Loans.
Eric Maldonado, CFP®, MBA was recently interviewed by KSBY about student loan planning and the new SAVE plan.
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LLCs and S-Corps: Your Top Entrepreneurial Questions, Answered
Building and creating drives you as an entrepreneur, business owner, or founder. That search for bringing something out of nothing is an addictive and honorable pursuit that often requires substantial amounts of hard work, dedication, and sacrifice.
But it can also be overwhelming, especially when you need all the answers. And while many entrepreneurs are willing to take on a "bootstrap" attitude to figure it out, some questions need to be answered to move forward.
And one of the most significant areas that bring anxiety and uncertainty to entrepreneurs is money and finances. Many questions need answers, from finding the right financing strategy for your business to understanding and managing taxes.
Eric Maldonado - owner and founder at Aquila Wealth Advisors - recently hosted an educational webinar to cover some of the most commonly-asked questions about money and finances in the entrepreneurial journey.
As part of our series on the top questions entrepreneurs ask, we've broken down the key considerations you should know when determining what business structure is suitable for your company.
Video: Common Questions Entrepreneurs Ask a Financial Planner
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
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.