Gays Do it Better – How to Have a Fabulous Gay Financial Planner
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.
Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income
Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k). Making the maximum mega backdoor Roth contribution …
How to Transfer California Property Tax Base from Old Home to New
One of the biggest advantages of owning a home in California is Proposition 13. This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …
6 Tax Strategies To Slash Your 2025 Income Taxes
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
What To Need Know About The Roth Solo 401(k) Now
How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.
How a 40 Year Old Can Retire a Millionaire via Financial Planner LA
Retiring a millionaire is really quite simple but it’s not easy. Otherwise, we’d see millions of more people accomplishing this feat. Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.
Can You Be Too Smart To Be A Great Investor?
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
My Stock Market Dream – How to Invest Money Smarter
My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds. In my humble opinion, there is no better way to build wealth over time than investing in the stock market. Even just “average” stock market returns …
First Million is the Hardest How to Build A Million Dollar Net Worth
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae
Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …
Will Your Gay Friends Make You Poor?
Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …
Golden Girls Retirement Plan: Part 1
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 …
