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    Smart Spending Articles

    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. …

    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 …

    Fabulous Millennials How Many Millions for Retirement?

    Millennial Retirement, how many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials ­(DOBs in the 80s) might need to save $1.8 million for retirement while inflation-plagued younger Millennials (DOBs in the 90s) …

    How to be Gay, Fabulous and Frugal . . . all at the same time!

    Yes Dorothy, It Is Possible to Be Gay Fabulous Frugal all at the same time. 5 Ways to be Gay Fabulous and Frugal. Handling money with aplomb and living well while looking good don’t have to be mutually exclusive. You …

    5 Financial Windfall Advice Tips

    Financial Windfall Advice from Financial Planner LA David Rae Financial Windfall Advice, 5 Essential Ways to Maximize a Financial Windfall Here’s how to help make sure a sudden cash infusion doesn’t end up as gone with the wind….fall. “I’m fabulous …

    5 Ways to Save Money Big Time

    5 Ways to Save Money Big Time, a penny save and Equal Big Bucks. “A penny saved is a penny earned” – Benjamin Franklin “There are plenty of pennies out there just waiting for you to pick them up” – …

    RMD Tips : Maximize your Retirement Savings

    RMD Tips to help maximize your Retirement Savings. Putting Your RMD’s to Good Use and Making the Most of Your RMD’s.     Seventy may be the new 40, but try telling that to the IRS.  As older Baby Boomers are …

    Powerball Winning Numbers Blessing or Curse?

    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 …

    Are Financial Habits Contagious? Financial Planner LA Weighs In

    Are Financial Habits Contagious? Is Financial Behavior Contagious? Is Money Mojo Contagious? Social contagion is all the news. Studies show that kindness, anger and even obesity are ‘catching’ between friends and associates. Do money matters work the same way? In other …

    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?   How much would you pay for tickets to …

    How to become a Financially Savvy Gay

    While not only a problem for gay people, consumerism is sometimes out of control and stunting our futures. Los Angeles Certified Financial Planner David Rae has some advice on the fight to more financially savvy gays.  Remember: Gay Money Matters. …

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