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3 budget ideas to help you save more this year

Mastering Your Finances: Budgeting Techniques for Every Level     Managing your finances is a crucial skill that empowers you to take control of your future, reduce stress, and achieve your financial goals. Whether you’re a budgeting beginner, an intermediate planner, or an advanced strategist, there’s a budgeting technique tailored just for you. In this …

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Your portfolio cares about current events… should you?

News about war in Israel, war in Ukraine, US political infighting, the lack of a Speaker of the House, inflation, government uncertainty and global unrest might be dominating the headlines, and your mood—but what does it mean for your financial portfolio? There are many ways for an investor to view all the current headlines, and …

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Mitch Sturgeon — Personal Financial Planning by VOICE!

Mitch Sturgeon has an amazing story. Diagnosed with an aggressive form of MS in 2001, the disease slowly and relentlessly  deprived him of his outdoor passions.  Golf, snowmobiling, hiking – all had to be abandoned. In 2009, a year after his first wheelchair purchase, he took medical retirement from his chemical engineering career and began …

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Taxes With Ruby and OT

In March of 2023 OnTrajectory sat down with Ruby Padilla, CPA to discuss some general tax plans and strategies. Take a listen, and remember this video is for informational purposes only. Disclaimer–For Investment Professional Use OnlyThis presentation and the opinions and views contained herein are not intended to be, and do notconstitute investment or tax …

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