Here’s the thing: studies show that 70% of millionaires have a financial advisor. Now, correlation doesn’t equal causation, but those are pretty compelling odds. Imagine yourself cruising comfortably alongside those financial high achievers. Wouldn’t a qualified advisor be your secret weapon?
In order to plan the retirement of your dreams, start with these 7 steps
In March of 2023 OnTrajectory sat down with Ruby Padilla, CPA to discuss some general tax plans and strategies. As tax season approaches this is a great time to review your finances and figure out options you might have. There are a lot of great insights in here about account types, general tax rules and …
It’s no secret many workers hate their jobs – so it’s no wonder the FIRE movement has gotten so much attention – even its own movie! However, two recent posts on Reddit’s Financial Independence forum highlight our job-hating emotions perfectly: \”The only reason I am interested in FIRE is I HATE my job\” describes one individual\’s …
If you\’re a first-time homebuyer and looking for a smattering of advice from across the internet, check out this article on REDFIN\’s blog. The article features our founder, Tyson Koska — and his advice on the topic: \”Key to purchasing your first home is knowing exactly ‘how much home’ to buy. Do not simply buy …
First-Time Homebuyer? Here’s How to Prepare Financially Read More »
We\’re partnering with Montana Money Adventures to bring you Money Coach School – and it\’s now OPEN! What is Money Coach School? It\’s for people who love personal finance and want help others make progress on their personal financial journey – it\’s everything you need to get started building a business or a passion-project you love! What\’s Covered? There …
(Note: All calculations and charts rendered with OnTrajectory.com) Let\’s say you\’re 25 (pretending is fun, right?)… If you place a quarter a day into a tax-deferred, moderate-risk-jar – and because you\’re awesome, you give that jar to your favorite great-grand-nephew upon your eternal \”rest\”: How much is in the jar? About $43,000, here\’s the chart… Or how …
See Where Your Money Is Taking You OnTrajectory does not seek answers to questions like, “How much do I need to retire?” or “How much do my kids need for college?” It addresses a simple, central concern: “What’s my financial trajectory?” i.e. Are you on course for economic independence – or will you financially crash …
