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    Financial Planning Articles

    My goal as a Certified Financial PlannerTM (CFP)® Accredited Investment Fiduciary™ AIF®  is simply to help you achieve your Financial Goals. 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.

    I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a 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.

    6 Simple Ways to Help Reduce Your Tax Fraud Risk

    Tax time sees too many citizens left vulnerable to identity theft. Don’t be one of them.  Follow these 6 steps to help reduce your risk of being a victim of tax Fraud. Keep reading for 6 Simple Ways to Help Reduce …

    Do you know which is best, Tax Deduction or Tax Credit?

    The Tax Credit vs. Tax Deduction Quiz Tax season is upon us and while you don’t have to master zillions of pages of the US tax code, it does pay to know a few of the basics. Test your knowledge …

    How to Maximize your Tax Refund – Or just Blow It?

    Maximize your Tax Refund  – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it.   David Rae …

    How to slash your tax bill with a Solo 401(K)

    Saving Solo: 401(k) Retirement Plans for the Self-Employed.  Often called a Solo 401(K) or Individual 401(K) this plan can help you slash your tax bill, and stay on track for your retirement goals. What solopreneurs, freelancers and small business owners need …

    Social Security Changes to Benefits and Taxes for 2017

    Social Security Changes to Benefits and Taxes for 2017, what you need to know now. Whether you are already collecting Social Security benefits, still paying into the Social Security System, or eyeing retirement there are some Social Security Changes you …

    How to Maximize your Pension Lump Sum or Lifetime Income

    How to Maximize your pension: Lifetime income or Pension Lump Sum Payment which is best for you?  Pension Buyouts: Lump ‘em or Leave ‘em? As the number of companies shedding their pension liabilities rises, employees are often left in a …

    What is the difference between a ROTH IRA and ROTH 401k? Which is Best?

    Which is Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans.  The bad …

    Is the next Recession Coming? Better Question is When.

    The next recession is coming, but the real question is When is the next recession coming? I hate to be the bearer of bad news but every second of every day we edge closer to the next recession coming. No …

    Fiduciary Financial Advice Does it Really Matter?

    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 postponed the …

    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 …

    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 …

    Stock Options Basics Get the Most from your Benefits Now

    Stock Options Basics. How to minimize you taxes and maximize your benefits. If you have employee stock options (ESO) but have no idea how to handle them, don’t feel bad because even well trained professionals can find them a challenge. …

    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. …

    Getting the Most from Your Social Security Benefits

    Your Top 4 Social Security Questions Answered, to make sure you are getting the most from your Social Security Benefits. We all want to make sure we are making the most of our Social Security Benefits. For many Americans, their …

    5 Essential Steps to Help Your Financial Future in 2017

    5 Essential Steps to Help Your Financial Future in 2017 A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous).     OK, I’m not going to call …

    Stock Market Advice Los Angeles ABC News with David Rae

    Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run up in …

    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 …

    Is There a Cure for Lifestyle Fever?

    Is There a Cure for Lifestyle Fever? Are You Suffering from Lifestyle Fever?    Yes, Lifestyle Fever is a thing and it may be costing you plenty.  Sadly it appears to more prevalent than the common cold this time of year. …

    Fiduciary Financial Adviser: Do I Need One?

    6 Reasons to hire a Fiduciary Financial Planner 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 …

    Live Your Best Life with a little Financial Life Planning Los Angeles

    Live Your Best Life with a little Financial Life Planning – Los Angeles Financial Planner David Rae outlines how. Are you living your best life financially? We all have that friend who while dripping in designer duds never seems to …

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