How to unlock the value of strategic giving

How to unlock the value of strategic giving

Eric Maldonado, CFP®, MBA
Charitable Giving

We make a living by what we get, but we make a life by what we give.

How does giving back to your community or donating to a good cause make you feel?

Do you feel stronger in your values?

Like you’re doing your part to make the world a better place?

The famous quote above (frequently misattributed to Winston Churchill) is actually backed up by research. Studies show that we gain a sense of purpose in life through giving and trying to improve the situations of others.1

We explore how you can create a greater impact with your philanthropy and tie it more closely to your values in this month’s AquilaWealth Visual Insights Newsletter.

Inside are 7 key questions you can answer to connect your values more closely to your giving. Click here to check it out!

How to give & get more from philanthropy

How to give & get more from philanthropy

Eric Maldonado, CFP®, MBA
Charitable Giving

Good news! We’re giving more to charity than ever before.[1] One reason is that giving feels good. It gives us a warm glow that can inspire us to keep giving.[2]

That’s probably why charitable contributions have increased by 5% over the past few years1—and experts expect this trend to continue.[3]

That’s promising, but it could be even better.

That’s because about 2 out of 3 people say they want to give more, but they aren’t. Why?

Because they don’t have a giving strategy—and they don’t know what the impact of their giving will be.[4]

In this month’s AquilaWealth Visual Insights Newsletter, we explore the concept of strategic giving and its essential role in maximizing the impact of philanthropy. Click here to see it!

FREE Flowchart on Investing During Market Volatility

FREE Flowchart on Investing During Market Volatility

Eric Maldonado, CFP®, MBA
Investing

Use this simple flowchart to help you determine what (if anything) you should do that may help protect your investment health. Download your FREE copy here now and discover:

  • How to assess your current investment situation whether you're 10 years away, 5 years away, or already in retirement

  • The 3 or 4 critical questions you need to ask yourself that will determine what you should do next (if anything)

  • Your level of confidence with your current investment strategy and what you can do about it

The 6 "Hidden" Tax Saving Opportunities Opened Up by New Tax Rules

The 6 "Hidden" Tax Saving Opportunities Opened Up by New Tax Rules

Eric Maldonado, CFP®, MBA
Tax Planning

Learn how the recent Tax Cuts and Jobs Act opened up new opportunities that could result in the lowest tax rates you'll ever see.

Click here to get access to our FREE tax saving guide.

  • Discover 6 immediate opportunities to lower your taxes

  • How new tax rules could permanently lower the taxes you pay

  • Why you need to take advantage of this limited time opportunity now before it expires

The laws are set to expire in 2025, but a new administration could change them sooner.

What Should I Do With My Old 401(k) or Employer Plan?

What Should I Do With My Old 401(k) or Employer Plan?

Eric Maldonado, CFP®, MBA
Retirement Planning

This FREE Guide reveals the 5 options to bring your zombie plans back to life!

Should you leave it where it is?

Move it?

Roll it over?

I’m talking about that old 401(k), 403(b), or 457 plan that’s been sitting untouched after you left an employer.

(If you’re facing retirement, it’s even more critical that you make the right decision.)

Employer plans are designed to be “one size fits most” based on what the employer feels will benefit their employees the most.

So when you leave, change employers, or transition into retirement, it’s up to you to re-evaluate your plan by asking yourself,

“Is my old employer plan serving me the best way I believe it should?”

If you don’t have the answer yet, that’s OK.

This FREE guide will help you get the answer that makes the most sense for you.

[FREE] Checklist: 3 Pillars of Successful Retirement Plans

[FREE] Checklist: 3 Pillars of Successful Retirement Plans

Eric Maldonado, CFP®, MBA
Retirement Planning

The decisions we make now, define our retirement lifestyle and our ability to retire successfully. I realize this is a loaded statement because defining ‘retirement’ and ‘successful’ is different for everyone. However, we can all agree the time period before and after deciding to stop working a career position full-time is critical.

Many opt to do nothing. Put it off “just one more week,” or wait until you really need to do it (unfortunately it could be too late).

Sound familiar? We put things off that don’t feel important now … always waiting to the end of the wire. What I like to call ‘financial procrastination.’

Unfortunately, we simply can’t afford to do that with our retirement.

I bet after you read this guide and checklist I put together, you’ll feel:

  • Relieved and excited about your traditional-work-free life

  • Confident and clear about your retirement future

  • Incredibly fortunate that you didn’t wait until it’s too late

Bear Markets and What to Focus On

Bear Markets and What to Focus On

Eric Maldonado, CFP®, MBA
Investing

These insights can help you focus on the right things & find the silver lining in bear markets.

Here are the two things we know about bear markets:

  1. We can’t predict when they’ll happen, nor can we predict what will cause them.

  2. We can only figure out those things in hindsight.

That can be unnerving to consider. But here’s the good news.

We can get a lot of peace of mind just from knowing the basics about bear markets—and what to do in light of that.

This month’s Aquila Wealth Newsletter shares some important insights about bear markets. Click here to check it out!

A "must read" — especially within 5 years of retirement

A "must read" — especially within 5 years of retirement

Eric Maldonado, CFP®, MBA
Retirement Planning

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.

You’ll see how powerful these are in a second.

The problem is, many people put them off, thinking, “I’ll get to that later … it doesn’t matter right now.”

Years later, they finally make the time to address them because they have no choice. By then, it’s often too late.

Don’t fall into that trap.

See, I’ve found there are 3 essential pillars to a successful retirement plan.

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