Retiring on your savings? Don’t let the value of your nest egg be lost to inflation. This webinar, with speaker Eric Maldonado CFP®, MBA, will address building a recession-proof fund, investing in real estate, withdrawals from your fund, and more.
AP News Interview Feature: How to balance competing savings goals
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.”
Register For Our Live Webinar "Preserving Your Retirement Nest Egg" on Tuesday, 9/27/22 12:00 PM
Register here for our next live webinar, “Preserving Your Retirement Nest Egg”
https://us06web.zoom.us/webinar/register/9316608713707/WN_L3LecY_oRQ21rPwtwT2jkQ
Date: September 27th, 2022, at 12:00 PM PT.
If you retire with a set amount of money or a fixed income, inflation will wear away the value of that money over time. If you invest it, your nest egg is more likely to last as long as you need it to. This webinar will address building a recession-proof fund, investing in real estate, withdrawing from your funds, and more. Eric Maldonaldo, a Certified Financial Planning™ practitioner, will present. He will help both future and current retirees understand how to stay ahead of inflation and preserve the value of their assets.
KSBY Feature Interview: College Student Loan Planning
We were recently featured by KSBY in an interview about College Student Loan Planning.
Link to article interview: https://www.ksby.com/news/local-news/college-students-react-to-president-bidens-federal-student-loan-relief-plan
“Know what your interest rates are, know what kind of loans they are — if they are private, public, federal, subsidized or unsubsidized,” explained Eric Maldonado, Aquila Wealth Advisors’ Owner.
Set a financial game plan.
“If you have other debt, that’s a great place to put that money. Pay that other debt whether it’s credit card debt or car debt,” recommended Maldonado.
Video Replay: How Small Businesses Can Be Profitable in the Midst of Inflation
Eric Maldonado, CFP®, MBA, recently spoke at a webinar entitled: How Small Businesses Can Be Profitable in the Midst of Inflation. He helped viewers better understand their business finances, implement a process for maximizing business cash flow, and how to grow business profits. Click on the image to access the video reply.
Live Webinar Aug. 11th at 12:00 PM: "How Small Businesses Can Be Profitable in the Midst of Inflation"
Upcoming Webinar: Aug 11, 12:00 PM Pacific Time: How Small Businesses Can Be Profitable in the Midst of Inflation
Register For Webinar
On August 11, we will host a webinar titled, “How Small Businesses Can Be Profitable in the Midst of Inflation.” As supply and labor prices rise, small businesses, which are often operated on a tiny margin, are squeezed the most. But the right decisions can help a business weather even these difficult times. This webinar will address improving cashflow, keeping a cushion of savings, avoiding debt, looking out for your own family’s finances, and more. Eric Maldonado, CFP®, MBA, CEPA is the speaker for this webinar, he has with a specialty in helping new businesses during their first five years. All business owners will benefit from this informative event, especially if you’re just starting out.
Investing Rollercoaster
Markets rallied in relief on some better-than-expected data on Friday.1 It was a bright spot in what has seemed like a relentless parade of bad news.
But the Dow, S&P 500, and Nasdaq still all closed out the week with losses.1
Is this the bottom of the bear market?
Maybe. Or maybe we’re somewhere in the middle with the loop-the-loops.
How retirement will change by 2050
Will Millennials have it better or worse than Boomers in retirement?
Millennials will have some advantages that no other generation before them has had.1
They’re going to enter retirement with more education and the ability to work longer and save more for retirement.1
But it’s not all sunshine and rainbows.
Millennials will also have more student debt.
And they’re getting married, buying homes, and having kids later in life than their parents and grandparents. That could mean they put off saving for retirement, too.1
So, what does that all mean for retirement in the future?
Like styles and feelings, retirement changes with time. And those who are looking to retire in 2050 won’t have the same experience as today’s retirees.
So, how will retirement be different in 2050?
The answer to that is the focus of this month’s Aquila Wealth Newsletter.
KSBY Feature: Experts recommend sticking to a budget for summer travel amid high gas prices
This week, on July 22nd, 2022, we were interviewed by KSBY to weigh in on budgeting and inflation this summer.
See the article and video interview here: https://www.ksby.com/news/local-news/experts-recommend-sticking-to-a-budget-for-summer-travel-amid-high-gas-prices
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
eric@aquilawealth.com
872 Higuera St., San Luis Obispo, CA 93401
www.aquilawealth.com