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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.

    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 …

    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 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 signed an …

    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 …

    How to be Fiscally Fabulous the Gay Way?

    We all want to be Fiscally Fabulous, top LGBT Financial Adviser David Rae outlines the top 5 tips to show you HOW TO BE FISCALLY FABULOUS the Gay Way. It’s not just a problem for gay people but when consumerism …

    How to Party Dow Like It’s 21000

    Party Dow Like It’s 21000 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 …

    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 …

    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 …

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