Jun 22

Jun 22 We were featured in Time: How Much Should You Have in Savings?

Cash Flow Planning, Saving, Risk Planning

Full Time.com article: https://time.com/nextadvisor/banking/savings/how-much-should-you-have-in-emergency-savings/

Six to 12 months of expenses

Eric Maldonado, CFP, a financial advisor at Aquila Wealth Advisors in San Luis Obispo, California, also recommends an emergency fund buffer of six to 12 month of expenses.

“This becomes your stress valve,” he says. “You want to be able to make big life decisions based on what you value most. If you don’t have enough cash on hand, you end up having to make hasty decisions due to time constraints.”

And ultimately, that’s what your emergency is built for: peace of mind.

Apr 8

Apr 8 #AquilaWealthNewsletter -- Home Ownership vs. The Stock Market and An Under Appreciated Way to Save Money - Your Car(s)

Eric Maldonado, CFP®, MBA

Financial Planning, , Saving, Investing

In this week's personal financial newsletter installment, I have a couple articles to highlight from my reading -- Home Ownership vs. The Stock Market and An Under Appreciated Way to Save Big Money -- Your Car(s)

Home Ownership vs. The Stock Market

Sep 19

Sep 19 Countdown to Retirement: Strategies for Saving in Your 50s #retirement #aquilawealth

Financial Media Exchange

Saving, Retirement Planning

Strategies for saving in your 50s

Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits. While these changes may redefine retirement, will retirees be able to finance their plans? Today, many people age 50 and older have not begun to save for retirement or have yet to accumulate sufficient funds.