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    Smart Spending Articles

    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 …

    Why a Gay Financial Planner Just Might Be Best for You

    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 …

    Are You Getting the Most Bang for Your Buck? KTLA News Video

    Smart Summer Spending Do’s and Don’ts We all want to maximize our money, why pay more than we need to?  With a little planning, you can stretch you dollars further without having to cut back.  I had the pleasure of …

    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 …

    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 …

    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 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 …

    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 …

    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 …

    5 Essential Steps to Help Your Financial Future in 2017

    5 Essential Steps to Help Your Financial Future in 2017 A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous).     OK, I’m not going to call …

    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 …

    Is There a Cure for Lifestyle Fever?

    Is There a Cure for Lifestyle Fever? Are You Suffering from Lifestyle Fever?    Yes, Lifestyle Fever is a thing and it may be costing you plenty.  Sadly it appears to more prevalent than the common cold this time of year. …

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