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.
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.
Read more about creating an effective business cash flow system.
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.
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.
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!
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.
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 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.
