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    Is This Guy Too Smart to Invest Well?

    I hate to be the bearer of bad news the often the smartest person in the room is often the absolute worst with money.  This is a story of a College Professor vs. the Fiduciary Independent Financial Planner.   We …

    Is the Cash Balance Plan Your Key to Catching Up for Retirement?

    Cash Balance Plan More Appealing under New GOP Tax Plan   My phone has been ringing off the hook with people looking to capitalize on the provisions in the GOP Tax Plan.  Ok.  Who am I kidding.  I’m in California …

    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 …

    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 …

    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 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 …

    What If We All Paid No Taxes Like Donald Trump Nightline Video

    What If We All Paid No Taxes Like Donald Trump Nightline Video This video originally appeared on the ABC show NIGHTLINE hosted by Dan Harris. Trump Taxes Nightline VIDEO:   This segment was filmed before the 2016 presidential election for …

    Personal Defined Benefit Plan for Small Business Owners Defined

    Is a Personal Defined Benefit Plan your key to catching up for retirement?  How to slash you tax bill with a personal pension.  Tax Deduction and more money for retirement seem like a smart business move. Why aren’t more people …

    Will Anyone Care for LGBT Boomers?

    EWho Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly …

    10 Tips for Gay Financial Happiness

    Being gay is about who we love and how we live. Let’s make it about how we spend and how we save too.  Gay Financial Happiness is the way to go. The jury is out whether the old saying “Money …

    Powerball Tips for Lottery Winners! VIDEO ABC 7 News

    I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot.  I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day.  Powerball Tips for any winner.  As …

    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 …

    10 Great Reasons to Ignore Retirement Planning

    Great Retirement Planning may not be fun, but if you really want to achieve financial independence you can’t ignore it. I would like to share  10 great reasons for you to ignore  great retirement planning. Great Retirement Planning Tips – …

    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 …

    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 …

    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 …

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.     My stock market dream for you entails: Sadly I know that when a crash happens (you can define a crash for yourself – some people …

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