• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • In The News:
    Share This:
     

    Smart Spending Articles

    Smart Spending Los Angeles

    With Smart Spending Los Angeles you will find tips to enjoy life more while spending less. You work hard for the money, might as well maximize it’s value. Our goal is to help you simplify your financial life so you can spend with confidence.

    You know you can’t diet your way to an amazing body. Similarly, you can’t penny pinch your way to Financial Freedom.  This section of the best Financial Planner LA blog will help you find ways to Spend Smarter so you dollars go farther.  Living your best life doesn’t have to cost a fortune, but wasting money may cost you your financial independence.

    The Cost of living in Los Angeles is Crazy expensive, and can make it tough for even the most financially savvy people to struggle financially.  Keep reading our post for tips to save on travel, save on taxes, stretch your dollar. Why be stressed about money, when you don’t need to be.

    Live for today, Plan for Tomorrow.  LA always has something fun to do.

    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 …

    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 …

    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.     …

    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 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 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 …

    How to get your Friends to Pay You BACK KTLA News Video

    Will your friends pay you back?             Do you pay for things and just hope and pray that your friends will pay you back?  Financial Planner LA is here to help.  We share some tips …

    How much Money to live Comfortably in Los Angeles? True Cost Of Living Los Angeles

    True Cost Of Living Los Angeles The Standard of Moolah in L.A.  We all know the cost of living Los Angeles is HIGH. How much do you really need to afford the cost of living “comfortably” in Los Angeles? What …

    How to Avoid GoFundMe Fraud Post Vegas Massacre Video

    With a reported 1 in 4 victims of the Las Vegas Massacre lacking health insurance you may see a slew of GoFundMe page popping up over the coming weeks.  Fiduciary Financial Planner David Rae sits down the KTLA morning news …

    Gays Do it Better – How to Have a Fabulous Financial Planner

    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 …

    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 …

    How to Turn your Clutter into Cash KTLA Money Smart Video

    Need some extra cash, and looking to clear out some clutter.  We share some tips with KTLA News to help Turn you Clutter into Cash   Are you ready to turn you Clutter into Cash? Recently, I appeared on the …

    © 2018 Financial Planner Los Angeles

    Disclaimers:

    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.