All tagged Aquila Wealth Advisors

Are Taxes Going Up?

More spending = higher taxes?

That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.(1)

What could those tax hikes look like? Let’s consider the possibilities.

Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors | (805)250-4552 | info@aquilawealth.com
872 Higuera Street, San Luis Obispo, CA 93401
www.aquilawealth.com

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Clarifying Why Money Matters to You

When creating a financial plan, it's essential to start with getting clear on your values. What does that mean? It means you are beginning with the foundation of what makes you "YOU." When it comes to money, we all have our way of dealing with it. It has been said, "Personal finance is more personal than it is finance." Everybody has a unique first memory of money. Everybody has a unique style when handling their money because of their upbringing and life experiences. Everyone thinks about money in their way, which then impacts how they deal with it. So, it's crucial to spend time thinking about what money means to you and why it's important to you. Your values will be the driver of your goals, which drives your action items within your financial plan.

How to end 2019 strong

How do you want to end 2019?

The way you finish the year will affect how you go into 2020. Why?

Because your state of mind affects your behaviors and energy levels—and if you’re stressed or frustrated, you’re going to have a harder time achieving your goals.1

So, start 2020 right by closing 2019 strong using these tips.

There are a handful of things you can do to close out 2019 the right way, and it’s easier than you think. We share some tips for finishing the year strong (it’s not too late) in this edition of the Aquila Wealth Newsletter. Click here to see it!

Important if you're on Medicare (or enrolling soon)

TIME-SENSITIVE: Medicare Open Enrollment is from Oct. 15 to Dec. 7.

It’s no secret that Medicare parts and plans are downright confusing.

So confusing, in fact, that many people unknowingly choose the wrong plan that ends up costing them thousands of dollars in surprise medical expenses from a doctor visit, a treatment, or simply filling a prescription.

Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing the right plan even more important.

So whether you’re enrolling for the first time, or you’re already on Medicare, I highly recommend you download my FREE Medicare Guide that will help you choose the right plan that could save you thousands.

Take your giving strategy to the next level

I’ve worked with many deeply giving people who want to give back to their communities. They want to make a lasting impact and make the world a better place. Philanthropy truly enriches their lives, giving them a sense of fulfillment and a greater purpose.

My role as an adviser has been to help them support their charitable giving by creating the right financial strategies to help provide the maximum impact on the causes they care about.

No matter what your values and goals may be, using your values to shape your giving strategies is key to making the biggest impact.

In this month’s AquilaWealth Visual Insights Newsletter, we explored some deep questions. These questions are designed to help you increase the value and impact of your giving. Click here to see it!

What will your legacy be?

Most people I know want to make a difference in the world.

They want to know that their time on this planet mattered, and they want to leave some type of legacy behind.

No matter what you want your personal legacy to be, one of the best ways to shape it is by giving back through philanthropy.

Inside this month’s AquilaWealth Visual Insights Newsletter we explore 7 key questions you can use to help you unlock your values and use the power of philanthropy to help shape your legacy.

How does giving support your values?

Which causes are closest to your heart?

Click here to find out how to use your answers to create your personal charitable giving strategy!

How to unlock the value of strategic 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

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!