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
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 …
4 tax planning strategies you need to implement now for your small business
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.
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Barrys Bootcamp can get your ass in shape, but it may also hold some lessons to get your assets in shape. Financial Planner LA explanins.
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
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 …
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
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 …
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