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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

    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 …

    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 …

    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 …

    Hamilton Tickets Broadway? How much would you pay, $42,500?

    Show Me the Hamiltons-  How much would you pay for Hamilton Tickets on Broadway?  Could you imagine spending $42,500 for tickets for anything let alone the phenomenon of Hamilton on Broadway?     Update: Hamilton the Musical is playing at …

    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 …

    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 …

    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 …

    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 …

    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 …

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