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.
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 …
4 Biggest Tax Strategies Business Owners Need To Know About Now
4 tax planning strategies you need to implement now for your small business
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.
Spectrum News Tips for Tackling This Tax Season
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
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 …
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 …
How Donald Trump Lost Billions and Paid No Taxes Nightline Video
Donald Trump turned a billion dollar loss into a way to pay no income taxes for years. Financial Planner LA discusses in this video for Nightline with Nick Watt.
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 …
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.
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.
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 …
