Personal Finance 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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