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    Financial Planning Articles

    You have landed on the Financial Planning Section of the Financial Planner LA Blog.  In this section you will find articles on a variety of financial planning topics.

    My goal as a Certified Financial PlannerTM (CFP)® Accredited Investment Fiduciary™ AIF®  is simply to help you achieve your Financial Goals faster and easier. That means helping my clients like yourself to build, protect and distribute their wealth. With me as the quarterback in your financial corner, you will always experience excellent service while striving for financial independence.  Making smarter financial decisions along the way, makes making other smart financial decisions easier.

    I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a fiduciary financial advisor I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies.

    Make sure to join out email list to get the best financial planning articles of the past month sent right to your inbox.

    Live for Today, Plan For Tomorrow.

    David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™

    President / Founder DRM Wealth Management, LLC 323-905-4380

    How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan

    How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan   As it stands now the proposed GOP tax reforms will take effect in 2018.  Looking ahead this means your year-end tax planning may be more crucial …

    How Bad is the Tax Reform for Californians? Video

    What does the GOP Tax Reform Mean for Californians?  Many will pay much much more!   Update 11/16/2017  – The House just passed a $1.5 trillion tax bill that seems purposely brutal for poor people. 2/3 of these cuts go …

    How a 40 Year Old Can Retire a Millionaire

    You’re 40-Years-Old.  Can you Still Retire a Millionaire? Retiring a millionaire is really quite simple but it’s not easy.  Otherwise, we’d see millions more people accomplishing this feat.  Here is the basic math – to help you see daily, monthly …

    How to get your Friends to Pay You BACK KTLA News Video

    Will your friends pay you back?             Do you pay for things and just hope and pray that your friends will pay you back?  Financial Planner LA is here to help.  We share some tips …

    Will GOP Kill 401(K) Tax Deduction Video NBC Nightly News

    Is the GOP Killing 401(K) Tax Deduction?  What will this mean for your financial security in retirement?     Update 11/2/2017 THE GOP RELEASE THEIR LATEST TAX PROPOSAL WHICH DOES NOT CUT 401(K) CONTRIBUTION- but be away your taxes may …

    How much Money to live Comfortably in Los Angeles? True Cost Of Living Los Angeles

    True Cost Of Living Los Angeles The Standard of Moolah in L.A.  We all know the cost of living Los Angeles is HIGH. How much do you really need to afford the cost of living “comfortably” in Los Angeles? What …

    How to Avoid GoFundMe Fraud Post Vegas Massacre Video

    With a reported 1 in 4 victims of the Las Vegas Massacre lacking health insurance you may see a slew of GoFundMe page popping up over the coming weeks.  Fiduciary Financial Planner David Rae sits down the KTLA morning news …

    Personal Defined Benefit Plan for Small Business Owners Defined

    Is a Personal Defined Benefit Plan your key to catching up for retirement?  How to slash you tax bill with a personal pension. How High Earning Small Business Owners Can Catch Up on Retirement Tax-Deferred Retirement Plan for High-Earning Small …

    Will Anyone Care for LGBT Boomers?

    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 Long Term Care? More importantly …

    10 Tips for Gay Financial Happiness

    Being gay is about who we love and how we live. Let’s make it about how we spend and how we save too.  Gay Financial Happiness is the way to go. The jury is out whether the old saying “Money …

    Vanguard the Value of Return on Financial Advice

    Vanguard attempts to put a Value of Return on Financial Advice.  How much Is expert financial advice worth? As defined by Vanguard, 3.75% the value of even basic financial advice is significant. But in my book, it doesn’t go far enough. …

    Powerball Tips for Lottery Winners! VIDEO ABC 7 News

    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 …

    How to Choose the Best Retirement Plan for your Small Business

    How to choose the best small business retirement plan account? The best plan for you will depend on how much you want to save or how much you need to lower you tax bill. Business owners like you are so …

    Gays Do it Better – How to Have a Fabulous Financial Planner

    Why a Gay Financial Planner Just Might Be Best for You In ordinary times, the politics of who works with you and your money shouldn’t matter a lick.  But hoo boy, my friends, these are far from ordinary times.  That’s …

    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 – …

    Flipping Out Baby : Jeff Lewis’s Gaybie is Coming

    Flipping Out Baby: We’re Havin’ a Gaybie Flipping Out Jeff Lewis is having Baby What happens when finances take a front seat for partners Jeff Lewis and Gage Edwards en route to parenthood on Bravo TV’s reality series Flipping Out? …

    When is Toilet Paper Priceless? Havana Adventure Exposed true Toilet Paper Value

    When Toilet Paper Is Worth Its Weight in Gold? We rarely, if ever, really think about the cost of toilet paper.  But as I learned in Havana Cuba, sometimes it could be priceless.     My husband and I had the …

    Powerball Winning Numbers Blessing or Curse? + Video

    Powerball has many people dreaming of how they would spend all the Millions or Billions: Will it really make your lives perfect? Mania has set in around the Powerball Winning Numbers.  Just when you thought it was safe to be …

    Cheap and Easy Ways to Pay for College ABC 7 News Video

        Back to School Tips, cheap and easy ways to pay for college. Fiduciary Financial Planner David Rae is in studio on the ABC 7 Eyewitness News with Ellen Leyva and Coleen Sullivan. College may seem out of reach for …

    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 went into effect Friday June 9th. Will the Fiduciary rule help or pick the pockets or …

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    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.