7 steps to make sure you’re saving enough for retirement
In order to plan the retirement of your dreams, start with these 7 steps
retirement planning
Taxes With Ruby and OT
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 …
Standing up your \”money dummy\”: How a personal financial model helps you own your future
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 …
First-Time Homebuyer? Here’s How to Prepare Financially
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 …
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Get Thee to School!
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 …
The Complicated Mess of Your Financial Life
(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 …
OnTrajectory: Features and Functions
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 …