• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • Share This:
     

    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

    Odd Mom Out is Back and more Screwed Up Than Ever

    Odd Mom Out is back and more screwed up than ever Season 3 of the Bravo Series Odd Mom Out opens with a tsunami of financial catastrophes. While the Von Webers aren’t exactly everyday people, we can learn from their …

    Why a Gay Financial Planner Just Might Be Best for You

    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 …

    Fiscally Fit: Barry’s Bootcamp Way

    Fiscally Fit: Get your Assets in Shape: Barry’s Bootcamp Style. Powering Up Your Money Mojo. What’s good for your bottom is good for your bottom line too. Turns out the pursuit of physical fitness offers up some pretty fine clues …

    Nasdaq has some early Fireworks with Glitch

      Via LOS ANGELES (CBSLA.com) — Confusion erupted on Wall Street the evening of Monday, July 3rd.  It appeared Amazon’s stock dropped more than $800 in after-hours trading while several others showed dramatic gains or losses. It appears everything is back to normal, but …

    Golden Girls Retirement Plan: Part 1

    The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much needed help over a few financial planning hurdles for the LGBTQI community? Living like …

    Obamacare 3.8% Surtax and how to avoid it.

    3.8% Obamacare Surtax and how to avoid it. A surprise Birthday Party may be fun, and surprise tax bill is not.  Many people in Los Angeles are getting hit with a with the Obamacare surtax, with a little tax planning …

    How Risky is the Stock Market?

    Stock Market Risk, the true cost of skipping investing. Can you afford to not invest?  Unless you started saving at the age of five and are presently making a killer income, consistently year after year, you will probably have trouble saving …

    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 – …

    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 …

    Tax Saving Tips CBS News Video

      Tax Saving Tips CBS News Video with Craig Herrera and David Rae Los Angeles Fiduciary Financial Planner David Rae sits down with Craig Herrera on the CBS Morning News.  They discussed tax saving tips that can save you a …

    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 …

    Fiduciary Financial Advice Does it Really Matter? + Video

    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 …

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.     My stock market dream for you entails: Sadly I know that when a crash happens (you can define a crash for yourself – some people …

    Fiduciary Financial Adviser: Do I Need One?

    6 Reasons to hire a Fiduciary Financial Adviser Do you ever ask yourself: Do I need a Fiduciary Financial Adviser?  Los Angeles Wealth Manager David Rae shares 6 Signs you may need to hire a Fiduciary Financial Adviser. How do you …

    Notes on How to be a Financial Grownup

    Notes on a Financial Grownup For this Certified Financial Planner, Bobbi Rebell speaks an important truth – in an age obsessed with youth – in her book How to Be a Financial Grownup.        Simply stated, what I …

    Lower Retirement Planning Stress

    Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. Here’s how to make the retirement planning process less stressful. Does thinking about retirement planning stress you out? Whether you are just …

    10 Surefire Ways to Never Become a Millionaire

    The Future of Financial Self-Sabotage  10 Surefire Ways to Never Become a Millionaire   When Austin Power’s Dr. Evil set out to extort the world for a million dollars we all cracked up. How quaint, we giggled, when everyone knows …

    What you need to know about Every type of Retirement Account NOW

    “What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends.  I’m going to cover the basics of each type of account to help clear the …

    ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO

      Tax Day Tips, and  other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appear on the ABC Eyewitness News here in LA with anchors Elex Michaelson and Ellen Leyva discussing last minute tax day day …

    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 …

    © 2017 Financial Planner Los Angeles

    Disclaimers:

    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.