Please tune in to hear our commentary on what someone looking for an advisor to work with should be asking first.
VIDEO: Investing in High Yield Savings Accounts vs. the Stock Market -- What to Consider
In today’s video we tackle the questions:
What are current high-yield savings rates?
How do they compare to investing in the stock market?
What are some considerations with deciding whether to invest in a high-yield savings account or the stock market?
Is now the time to invest in the stock market due to high inflation?
Are high-yield savings account too good to pass up?
Christian Faith-Based Principles For Managing Your Money: A Guide
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.
Christian Faith-based Principles for Managing Your Money REPLAY
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.
Secure Act 2.0 -- Updates You Can Use
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.
How Small Businesses Can Be Profitable Amid Inflation
Read more about creating an effective business cash flow system.
Join Our Live Webinar! Faith-Based Principles for Managing Your Money
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.
Exploring Different Types of Retirement Accounts
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.
Two Mistakes To Avoid During A Bear Market
As more and more headlines project economic downturns and stir up fear over a looming recession, it can be easy to worry and make rash decisions regarding your investment portfolio. That’s why in this episode of Aquila Wealth Podcast, Eric Maldonado (CFP®, MBA) shares two mistakes you can and should avoid during bear markets. Let’s dive in!