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

    Trending Articles

    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 …

    Fiscally Fit: Barry’s Bootcamp Way

    Fiscally Fit: Get your Assets in Shape: Barry’s Bootcamp Style. Powering Up Your Money Mojo. What’s good for your bottom is good for your bottom line too. Turns out the pursuit of physical fitness offers up some pretty fine clues …

    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 will be going into effect Friday June 9th. Will the Fiduciary rule help or  pick the …

    How the LGBT Community Can Retire Early

    LGBT Guide to Early Retirement, You can do it!  I was recently reading an article in Time Magazine which followed a few retirees who appears to be enjoying retirement in the Trailer Parks of Florida. The article asserted you could …

    Fiduciary Financial Advice Does it Really Matter? + Video

    For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

    How Love and Marriage will change LGBT Retirement.

    Love, Marriage and LGBT Retirement.  Marriage Equality isn’t just about a fabulous wedding.  Financial tools are now available to help make LGBT retirement planning a bit easier for all couples in LOVE. LGBT Retirement will be changed by both love …

    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 …

    Stock Options Basics Get the Most from your Benefits Now

    Stock Options Basics. How to minimize you taxes and maximize your benefits. If you have employee stock options (ESO) but have no idea how to handle them, don’t feel bad because even well trained professionals can find them a challenge. …

    How much Life Insurance do I need? A DIME’s Worth

    How much Life Insurance do I need?  A DIME’s Worth of Life Insurance Questions Answered by Financial Planner Los Angeles.Take a look at this handy formula for calculating how much life insurance you need to protect your family.   In …

    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 …

    Unusual Tax Strategies You Can Do Now to Save on Your Taxes

    5 Unusual Tax Strategies You Can Do Now to Save on Your Taxes   Unusual Tax Strategies was the topic for the December 2016 KTLA Morning News appearance by Financial Planner LA David Rae.  He was in studio with Jessica Holmes …

    New Modern Retirement Grace and Frankie-Style

    Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …

    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 …

    Who Makes the Most Money Straight or Gay Married Couples

    Big Payday for Gay Married Couples The Real Money Advantages of  Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay.     We all know the stereotype of the typical gay man …

    Can I afford a House in Los Angeles?

    Can I afford to buy a house in LA?  What Salary to Purchase a Home in LA? It’s no secret that L.A. real estate prices are unreal. How to afford a house in Los Angeles. So how much do you …

    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 a maybe even a tax break, Cash Value life insurance may be the key to …

    The Golden Girls Rose Fights Back : Retirement Plan Part 2

    The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …

    Going on – Fifty Facing Retirement

    Going on Fifty Facing Retirement.  What should I do now? Where do you go from here? Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points to …

    What’s the difference between Investment Risk and Market Volatility? VIDEO

    Financial Savvy: Investment Risk vs. Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But …

    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 …

    © 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 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.