How to say "goodbye" to holiday stress and "hello" to a more joyful season

How to say "goodbye" to holiday stress and "hello" to a more joyful season

Eric Maldonado, CFP®, MBA
Life Planning, Cash Flow Planning

How much joy do you feel during the holidays?

If you’re like many people, the spirit of the season comes with a side of stress.

In fact, research shows that about 2 in 3 people experience holiday stress1— and that the pressure to feel happy is a major source of holiday stress and depression.2

Before holiday stress becomes overwhelming, stop it from snowballing. There’s plenty you can do to manage holiday stress and get more joy out of the season!

In this month’s Aquila Wealth Newsletter, we explore the causes of holiday stress and effective ways to deal with it. Click here to view it.

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

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

Eric Maldonado, CFP®, MBA
Risk Planning

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.

What does your rich life look like?

What does your rich life look like?

Eric Maldonado, CFP®, MBA
Life Planning, Generosity

The Beatles famously sang, “Money can’t buy me love.”

But, money should be able to buy happiness, right? Or, should it?

If people can buy the things they want, need, and enjoy, it’s seems like money should make them more happy. But it doesn’t always.

Why?

Harvard researchers say it’s because people don’t spend it right. They don’t know what makes them happy, so they waste their money on things they think will make them happy but often don’t. They simply don’t know how to use their money to sustain happiness and experience a richer, more meaningful life.1

So, how can you live a rich life? Do you know what your rich life looks like? In this month’s AquilaWealth Visual Insights Newsletter, we explore these questions and share some strategies for living a richer life. Click here to check it out!

Take your giving strategy to the next level

Take your giving strategy to the next level

Eric Maldonado, CFP®, MBA
Charitable Giving

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?

What will your legacy be?

Eric Maldonado, CFP®, MBA
Charitable Giving

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

How to unlock the value of strategic giving

Eric Maldonado, CFP®, MBA
Charitable 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

How to give & get more from philanthropy

Eric Maldonado, CFP®, MBA
Charitable Giving

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!

FREE Flowchart on Investing During Market Volatility

FREE Flowchart on Investing During Market Volatility

Eric Maldonado, CFP®, MBA
Investing

Use this simple flowchart to help you determine what (if anything) you should do that may help protect your investment health. Download your FREE copy here now and discover:

  • How to assess your current investment situation whether you're 10 years away, 5 years away, or already in retirement

  • The 3 or 4 critical questions you need to ask yourself that will determine what you should do next (if anything)

  • Your level of confidence with your current investment strategy and what you can do about it

The 6 "Hidden" Tax Saving Opportunities Opened Up by New Tax Rules

The 6 "Hidden" Tax Saving Opportunities Opened Up by New Tax Rules

Eric Maldonado, CFP®, MBA
Tax Planning

Learn how the recent Tax Cuts and Jobs Act opened up new opportunities that could result in the lowest tax rates you'll ever see.

Click here to get access to our FREE tax saving guide.

  • Discover 6 immediate opportunities to lower your taxes

  • How new tax rules could permanently lower the taxes you pay

  • Why you need to take advantage of this limited time opportunity now before it expires

The laws are set to expire in 2025, but a new administration could change them sooner.

Load More