All in Financial Planning

LLCs and S-Corps: Your Top Entrepreneurial Questions, Answered

Building and creating drives you as an entrepreneur, business owner, or founder. That search for bringing something out of nothing is an addictive and honorable pursuit that often requires substantial amounts of hard work, dedication, and sacrifice.

But it can also be overwhelming, especially when you need all the answers. And while many entrepreneurs are willing to take on a "bootstrap" attitude to figure it out, some questions need to be answered to move forward.

And one of the most significant areas that bring anxiety and uncertainty to entrepreneurs is money and finances. Many questions need answers, from finding the right financing strategy for your business to understanding and managing taxes.

Eric Maldonado - owner and founder at Aquila Wealth Advisors - recently hosted an educational webinar to cover some of the most commonly-asked questions about money and finances in the entrepreneurial journey. 

As part of our series on the top questions entrepreneurs ask, we've broken down the key considerations you should know when determining what business structure is suitable for your company.

NerdWallet Feature: 5 Tips to Tackle a Home Remodel in an Uncertain Economy

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.

5 Tips to Tackle a Home Remodel in an Uncertain Economy

Planning and prioritizing can help you accomplish home improvement projects — even when the economy is shaky.

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. 

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.

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.