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    Investing Los Angeles

    Financial Planner LA is the Investing Los Angeles resource to help you make smarter financial decisions. These smarter financial smarter financial choices should help make it easier to reach your financial goals faster and easier.

    Investing is a major part of any financial plan, but sadly the average investor has seen dismal results.  We bring the best Fiduciary Financial Advice to you in one place.  Our goal is to make money as interesting as possible, while still giving you useful information.

    Los Angeles Financial Planning is unique.  Many of our readers are successful and have high incomes, but still, feel stressed financially.  The cost of living is outrageous, but with a little smart guidance, you can still achieve financial freedom. Investing is a major part of that financial success. Keep on reading below to get the best tips for Investing Los Angeles, and other financial topics.

    Live for Today, Plan for Tomorrow.

    Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP

    Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.

    How to Find Your Financial Independence Level

    What is you level of financial independence. What you need to know to have financial freedom and retire early.

    Vanguard and the Value of Personal 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% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …

    Rich People ROTH – For Those With Too Much Income

    Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer.  For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …

    How to Lower Your LA Retirement Planning Stress

    Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind.  At Financila Planner Los Angeles we are here to show you how to make the retirement planning process less stressful. Does thinking …

    6 Inherited IRA Mistakes That Will Crush Your Inheritance

    Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …

    Coronavirus Hits Los Angeles – Should Your Change Your Retirement Plan Now?

    Willl Coronavirus change your Los Angeles retirement plan? Shoul you adjust your financial plan due to the pandemic?

    ABC Video – Stock Market Tumbles What to do Now?

    The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History.  By the time we are posting this, the stock market has jumped back quite a bit.  Hopefully, 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 quandary …

    How Risky is the Stock Market Actually?

    Stock Market Risk, the true cost of skipping investing. Can you afford to not invest in stocks?  Unless you started saving at the age of five and are presently making a killer income, consistently year after year, you will probably …

    Financial Planner LA on Fox 11 News Discussing Stocks

    Financial Planner LA David Rae pops into the Fox 11 Los Angeles Newsroom to discuss the Stock Market with Bob Decastro.

    What You Need to Know About Your Retirement Plan Now

    Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.

    Fiduciary Rule For Financial Advisors Changes Comment and VIDEO

    Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.

    Always Avoid the Alternative Minimum Tax : Financial Advice Part 3

    Always Avoid the Alternative Minimum Tax: Financial Advice to Break Part 3 Avoiding the alternative minimum tax (AMT) is usually top-of-mind for individuals who receive valuable stock options from their employers. This is especially true when those individuals own substantial …

    Earning Less to Pay Less Taxes? Financial Advice to Break Part 1

    Good Financial Advice Made to be Broken – Lowering Your Taxes.  Sometimes following financial advice, while technically correct, could turn out to be a costly mistake.  It is important to note that the correct choice and the best choice are …

    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 the …

    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 the …

    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! Update: Thanks for watching this throwback video, …

    How a 40 Year Old Can Retire a Millionaire via Financial Planner LA

    Retiring a millionaire is really quite simple but it’s not easy.  Otherwise, we’d see millions of more people accomplishing this feat.  Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.

    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 your tax bill. Business owners like you are so …

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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.