• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 949-852-7818   |
  • Get a Free Copy of My Book
    + Monthly Financial Tips


    Yes, sign me up »
    Share This:
     

    Social Security Articles

    Social Security – Financial Planner Los Angeles

    For many Americans, their Social Security Benefit is their biggest asset and one that will comprise a large portion of the retirement income. Unfortunately, most people spend more effort figuring out their next vacation than figuring out when to take their Social Security benefits.

    In this section we will share tips to help make sure you are maximizing your Social Security benefits, and make the smart choice of when to start taking the Social Security income that you’ve worked hard to accumulate over you life time.

    Financial Planner Los Angeles is dedicated to helping your make smarter financial decision over time.

     

    Social Security Changes to Benefits and Taxes for 2017

    Social Security Changes to Benefits and Taxes for 2017, what you need to know now. Whether you are already collecting Social Security benefits, still paying into the Social Security System, or eyeing retirement there are some Social Security Changes you …

    Getting the Most from Your Social Security Benefits

    Your Top 4 Social Security Questions Answered, to make sure you are getting the most from your Social Security Benefits. We all want to make sure we are making the most of our Social Security Benefits. For many Americans, their …

    Golden Girls Financial Issues Spotlight on Women

    Golden Girls Financial Issues Spotlight on Women Golden Girls Retirement Plan, Part 4 Retirement Is a Women’s Issue Pop Quiz: What’s better for your bottom line, a dead spouse or an ex-spouse?   – – – A few weekends ago …

    Trump versus Clinton For the Average American Who Is Your Money On?

    Voting with Your Wallet Is Your Money on Clinton or Trump? Which candidate is better for your budget’s bottom line? A lot about this election is about money….who’s got it, who needs it, how to raise it and how each …

    KTLA Money Smart Financial Planner David Rae Social Security Myths

    Fiduciary Financial Planner David Rae cover Social Security Myths the Los Angeles Money Smart KTLA News. You might also like: Social Security for LGBT Couples, What you need to know Now! DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement planner …

    Social Security for LGBT Couples, What you need to know Now!

    LGBT Social Security Advice LGBT married couples now have a few more options on how to take their Social Security benefits.  Gay Financial Planner David Rae walks you through what you must know Now about Social Security for LGBT Couples. The …

    © 2017 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 National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and National Planning Corporation are separate and unrelated companies. NPC Privacy Policy