Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.
You are not stuck with a bad annuity, a fiduciary advisor can help you escape to another investing option to reach financial freedom faster.
4 tax planning strategies you need to implement now for your small business
For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today. In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy …
I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot. I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day. Powerball Tips for any winner. As …
Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
Gay Financial Planning is a real thing. At financial planner LA we help you have a happier and wealthier life. Here are 10 tips for Financial and Gay Happiness
The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History. By the time we are posting this, the stock market has jumped back quite a bit. Hopefully, you …
This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom. Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.
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