
California Tax Planning: How To Avoid Overpaying Taxes Via A SALT CAP Strategy
AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.
Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom.
Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …
Who 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, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
Housing prices in Los Angeles have skyrocked over the past few years. Is the Los Angeles real estate headed fora crash? Financial Planner LA tells you what you need to know.
Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.
Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
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. Gay Money Matters! We all know the stereotype of the typical gay …
Gay Financial Planning is a real thing. At financial planner LA we help you have a happier and wealthier life. Here are 10 tips for Financial and Gay Happiness
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