5 Financial Windfall Advice Tips + Video
Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.
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 personal finance topics tailored for the people of Los Angeles who need financial planning guidance.
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 coach 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.
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Live for Today, Plan For Tomorrow.
David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™
West Hollywood Financial Adviser
President / Founder DRM Wealth Management, LLC 323-905-4380
Who Will Provide Long-Term Care For LGBT Retirees?
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 LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
6 Reasons to Only Take Fiduciary Financial Planning Advice
6 Reasons to only 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 …
Will Your Inheritance Shrink Under California Estate Tax?
California is known for being a high tax state. Will your inheritance get with an Estate Tax by California? Financial Planner LA answer your questions.
New Mansion Tax Will Hit Many Los Angeles Home Owners
Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your home when …
The New Capital Gains Rates For 2023
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
4 Biggest Tax Strategies Business Owners Need To Know About Now
4 tax planning strategies you need to implement now for your small business
Stock Market Forecasts : 5 Reasons to Ignore Them + Video
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
Best Los Angeles Financial Advisor For You: Video
You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.
4 Reasons To Fire Your Financial Advisor When Inheriting Assets
Should you get a new financial advisor when receiving an inheritance? How to get the best tax planning and inheritance planning advice.
3 Bear Market Costly Investing Mistakes KCAL 9 Video
Financial Advisor LA on KCAL News VIDEO talking bear market 2022.
How To Take The Stress Out Of Taxes For Business Owners
Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.” I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.
Three Investing Mistakes to Avoid, They Will Cost You A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
First Million is the Hardest How to Build A Million Dollar Net Worth
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
3.8% Obamacare Medicare Surtax and How to Avoid It.
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.
Fiduciary Financial Planner- The True Value Of Great Advice
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …
How To Know If You Save Money With The Home Office Tax Deduction
Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.
The Difference Between Investment Risk and Stock Market Volatility
Financial Savvy: Investment Risk vs. Stock 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. …
