Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Fabulous Millennials: How Many Millions for Retirement?
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
How to Find Your Financial Independence Level
What is you level of financial independence. What you need to know to have financial freedom and retire early.
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 …
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 the …
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 maybe even a tax break, Cash Value life insurance may be the key to financial …
The Difference Between Investment Risk and Stock Market Volatility
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial …
Spectrum News Video- Handling Your Finances During COVID Pandemic
Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen The impact of the Coronavirus on people’s finances may vary, depending on who you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …
2 Billion Dollar Powerball Winner: What Should They Do Now Video
Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes?
The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
