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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

    Is This Guy Too Smart to Invest Well?

    I hate to be the bearer of bad news the often the smartest person in the room is often the absolute worst with money.  This is a story of a College Professor vs. the Fiduciary Independent Financial Planner.   We …

    ABC Video – Stock Market Tumbles What to do Now?

    The stock market took a tumble on Monday. Setting a record for largest one day point drop in Dow Jones History.  By the time we are posting this the stock market has jump back quite a bit.  Hopefully you didn’t …

    Trump Tax Plan is Bad For Los Angeles CBS News Explains

                  Tax Planning Los Angeles in light of the GOP Tax Bill – CBS News covers what it may mean for you and your finances. With Guest Financial Planner LA David Rae speaking with …

    Is the Cash Balance Plan Your Key to Catching Up for Retirement?

    Cash Balance Plan More Appealing under New GOP Tax Plan   My phone has been ringing off the hook with people looking to capitalize on the provisions in the GOP Tax Plan.  Ok.  Who am I kidding.  I’m in California …

    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 …

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

    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 …

    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. Not to menetion stay on track for your retirement goals. What solopreneurs, freelancers and small business …

    New Modern Retirement Grace and Frankie-Style

    Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …

    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 …

    Your Amazing Tax Planning Questions Answered: Ask the Expert LA

    The new GOP Tax Plan is extremely complex.  You could ignore it and get a potentially devastating tax bill when the time comes to file your taxes in 2019.  What I recommend is to be proactive and work with your …

    5 Essential Steps to Help Your Financial Future in 2018

    5 Essential Steps to Help Your Financial Future in 2018 A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous). Make those New Years Resolutions Stick.     …

    Los Angeles What the GOP TAX Bill Means For You ABC 7 News Video

    There are a slew or reason the GOP Tax Reform bill is so unpopular.  Most people think their tax bills will actually go up under the new plan, and many of them are right.   Check out this video from ABC …

    Smart Ways to Protect Your Finances From Fires Video ABC 7 News

    How would your finances hold up if you were the victim of a natural disaster like the California Wildfires? Financial Expert David Rae is in studio with David One and Coleen Sullivan on the ABC 7 Eyewitness News Los Angeles …

    How Rough is the GOP TAX Plan for Los Angeles Homeowners

    Just how rough is the GOP tax Plan for Los Angeles Homeowners? The Senate just passed its version of the widely unpopular tax reform bill and now the hashtag #TAXBILLSCAM is trending on Twitter.  Some of the changes coming in the …

    2017 Year End Tax Tips for LGBT Couples

    Tax Words to the Wise.  Year End Tax Tips for  LGBT Couples at Year’s End 6 Proactive Financial Planning Tips to Stay Ahead of the Game     Whether you’ve been together for years or decades (or 10 minutes), filing jointly …

    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 to Party Dow Like It’s 24000 + Video

    Party Dow Like It’s 24000 When it comes to meeting your financial goals, time is money no matter what the economy is up to.   Dow Jones Financial Plan -Up or down Let’s Party!       During last year’s election …

    How to score holiday deals and Drink Wine Video CBS News

    Holiday Shopping Tips Los Angeles to Keep Your Sanity and not break the bank Video CBS News. How to score holiday deals and drink wine Video CBS News               Holiday Shopping Tips Los Angeles …

    How Bad will the Tax Reform Screw Californians? KTLA Morning News Video

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

    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 …

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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.