RMD Tips: To Maximize Your Retirement Savings
Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.
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 …
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 …
Mega Millions Powerball Tips for Lottery Winners! VIDEO ABC 7 News
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 …
Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP
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.
11 Tips For Fabulous Gay Financial Happiness
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
6 Simple Ways to Help Reduce Your Tax Fraud Risk
6 ways to reduce your risk of being a victim of tax fraud. This crime is on the rise and can be time consuming and costly.
LGBT Newlyweds Guide to Money
The LGBT Newlyweds Guide to Money, Love and Fiscal Fabulousness. Los Angeles Financial Planner walks you through the must-know tips to get on the same page financially as your spouse. As a Gay Financial Advisor in West Hollywood and Palm …
Will the LGBT Community Ever Be Able to Retire Well?
Will retirement be better or worse for the LGBT Community? While the LGBT community is benefiting from increasing financial prosperity and legal recognition, many economic challenges hit us harder than they do for straight citizens. Like everyone else, we are …
6 Tax Planning Moves Gay Couples Need To Make Now
LGBT couples face a unique set of Tax Planning Challenges. We share 6 tips to help gay couples lower their taxes before year end.
The 4 Biggest Los Angeles Retirement Challenges
Are you up for the challenge of saving for a Los Angeles Retirement? Financial Planner LA outlines what you need to know and do.
6 Retirement Planning Lies That Threaten Your Golden Years
6 Retirement Planning Lies that threaten your Golden years. Retirement often thought of as a far-off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning. Here are the 6 Retirement Planning …
Getting the Most Money from Your Social Security Benefits
Your Top 4 Social Security Questions Answered, to make sure you are getting the most from your Social Security Benefits. We all want to make sure we are making the most of our Social Security Benefits. For many Americans, their …
Social Security for LGBT Couples, What You Need to Know Now!
Social Security Planning is new for Gay Couples. What the LGBTQ community needs to do to get the Maximum Social Security benefits in retirement.
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.
Vanguard and the Value of Personal Financial Advice
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
10 Great Reasons to Ignore Retirement Planning
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
How to be Fiscally Fabulous the Gay Way? Gay Financial Planner Explains
We all want to be Fiscally Fabulous, top LGBT Financial Adviser David Rae outlines the top 5 tips to show you HOW TO BE FISCALLY FABULOUS the Gay Way. It’s not just a problem for gay people but when consumerism …
Fox Business Video What To Know About Early Retirement Packages
This video features LA Certified Financial Planner David Rae on Fox Business with Neil Cavuto and reporter Gerri Willis. As President of DRM Wealth Management, Los Angeles Financial Advisor David Rae has helped numerous people make the best decisions for …
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 …
