All tagged Eric Maldonado CFP

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.

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.

Click here to see it!

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

Contact Us.

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

Discover the newest trends in travel & how they could change your life

What does your dream vacation look like?

Are you picturing the white sandy beaches of a tropical island?

Maybe lush wilderness, ancient ruins, or a glittering city?

If you’re like many folks, you want luxury and a longer stay for your next vacation.1

You may even want to connect, heal, or finally experience that once-in-a-lifetime adventure.2

Those are just some of the most popular trends in travel these days.

Another Wild Ride

Markets bucked and sold off again. (1)

Should we be worried?

Not necessarily. These things happen pretty regularly, especially when headlines are negative.

In fact, you might recall that we kicked off 2022 with a big drop. (2)

So, let’s talk about what’s behind the latest wild market ride.

(Scroll to the end if you want to skip right to the reassurance.)

What led to the selloff?

Eric Maldonado, CFP® Earns Certificate in Blockchain and Digital AssetsSM from Digital Assets Council of Financial Professionals

SAN LUIS OBISPO, CA, 3/31/22 – Eric Maldonado, Owner of Aquila Wealth Advisors, LLC has earned the Certificate in Blockchain and Digital AssetsSM from the Digital Assets Council of Financial Professionals. He joins an exclusive group of financial professionals with the credentials to serve investors who are curious about bitcoin, blockchain, and digital assets.