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    Financial Planner LA » Recent Articles

    Afraid of Stock Market Risk you may be bearish

    How Risky is the Stock Market?

    Stock Market Risk, the True cost of skipping investing.  Can you afford to not invest?  Unless you starting saving at age five and are presently making a killer income – consistently and year after year, too – most people will …

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    10 Great Reasons to Ignore Retirement Planning

    Great Retirement Planning may not be fun, but if you really want to achieve financial independence you can’t ignore it. I would like to share  10 great reasons for you to ignore  great retirement planning. Great Retirement Planning Tips – …

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    Best Financial Advice from a Real Fiduciary

    Fiduciary Rule Changes Comment and VIDEO

    Fiduciary Rule Changes and How to Protect Your Bottom Line   While Trump has signed an executive order to attempt to rollback the Fiduciary Rule it will be going into effect Friday June 9th. Will the Fiduciary rule help or  pick the …

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    Your Dream LGBT Early Retirement is Waiting

    How the LGBT Community Can Retire Early

    LGBT Guide to Early Retirement, You can do it!  I was recently reading an article in Time Magazine which followed a few retirees who appears to be enjoying retirement in the Trailer Parks of Florida. The article asserted you could …

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    Financial Planner LA » Trending Articles

    Gay Marriage Equality Will Change LGBT Retirement for the Better

    How Love and Marriage will change LGBT Retirement.

    Love, Marriage and LGBT Retirement.  Marriage Equality isn’t just about a fabulous wedding.  Financial tools are now available to help make LGBT retirement planning a bit easier for all couples in LOVE. LGBT Retirement will be changed by both love …

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    Can I afford a house in Los Angeles

    Can I afford a House in Los Angeles?

    Can I afford to buy a house in LA?  What Salary to Purchase a Home in LA? It’s no secret that L.A. real estate prices are unreal. How to afford a house in Los Angeles. So how much do you …

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    Unusual Tax Strategies to save money

    Unusual Tax Strategies You Can Do Now to Save on Your Taxes

    5 Unusual Tax Strategies You Can Do Now to Save on Your Taxes   Unusual Tax Strategies was the topic for the December 2016 KTLA Morning News appearance by Financial Planner LA David Rae.  He was in studio with Jessica Holmes …

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    What’s the difference between Investment Risk and Market Volatility?

    Financial Savvy: Investment Risk vs. Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But …

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    How to Build a Million Dollar Net Worth

    The First Million is the Hardest How to Build A Million Dollar Net Worth

    The First Million is the Hardest How to Build a Seven Figure Net Worth. . . . and other encouraging retirement realities   Some of us are old enough to remember when having a million bucks really made you feel …

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    How Much Life Insurance Do I need?

    How much Life Insurance do I need? A DIME’s Worth

    How much Life Insurance do I need?  A DIME’s Worth of Life Insurance Questions Answered by Financial Planner Los Angeles.Take a look at this handy formula for calculating how much life insurance you need to protect your family.   In …

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    rump Tax Plan LA Financial Planner Explains

    Trump Tax Plan and your Wallet Financial Planner LA David Rae

    LA Fiduciary Financial Planner David Rae speaks with NBC News Kim Baldonado to explain what the Trump Tax Plan will mean for your wallet. Included in the Trump Tax Plan are potential changes to tax rates, Social Security, Affordable Care …

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    Golden Girls Rose Nylund Betty White

    The Golden Girls Rose Fights Back : Retirement Plan Part 2

    The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …

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    Financial Planner LA, David Rae

    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.

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