All tagged Eric Maldonado San Luis Obispo Fiduciary Financial Advisor
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.
Planning and prioritizing can help you accomplish home improvement projects — even when the economy is shaky.
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
Are you a Christian seeking guidance on managing your finances in line with your faith?
Staying within budget, saving money wisely, and investing while honoring your faith values can be challenging.
However, as a fiduciary financial advisor, I can outline principles based on scripture to help guide you through your financial journey.
Based on one of my recent interviews with Advice Chaser, I will share some Christian faith-based principles that will help you approach managing your money wisely.
So you can understand more about Christian-based principles for managing your money, let's start by diving straight into how core values weave into money-making decisions.
For people of faith, managing money can feel challenging, especially if you want to align that management with your values. This webinar addresses principled investing, charitable giving, responsible financial planning, and being a good steward of your wealth.
Happy New Year!
After months of debate, Congress finally passed some significant changes to retirement laws at the end of 2022. (1)
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes are numerous, complex, and will roll out over several years.
So let's focus for now on some changes for 2023: (2)
1. The age at which required minimum distributions (RMDs) begin increased to 73 in 2023.
Zoom Registration Link: https://us06web.zoom.us/webinar/register/9216681928992/WN_h4qLHbzQQ-mvKocq2n2CYg
When: December 13 @ 12:00 pm - 1:00 pm PST
On December 13, Eric Maldonado, CFP®, MBA, CKA® will speak at a live webinar titled, “Faith-Based Principles for Managing Your Money.” Some financial advice assumes making money is your biggest priority. But many of us are looking to do good with the things we have rather than placing them as our ultimate goal. This webinar will address principled investing, charitable giving, responsible financial planning, and more. People of faith will appreciate the insights in this event.
A good retirement savings strategy often includes several different types of accounts. By using the tax benefits of one type or another, it can be possible to save more than you could in a single account. This webinar addresses traditional and Roth accounts, IRAs and 401(k)s, and brokerage accounts. Eric Maldonaldo, a Certified Financial Planning practitioner, is presenting. Whether you’re close to retirement or still decades away, this informative webinar can help you optimize your retirement savings.
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.”
