How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
You have landed on the Financial Planning Section of the Financial Planner LA Blog. In this section, you will find articles on a variety of personal finance topics tailored for the people of Los Angeles who need financial planning guidance.
My goal as a Certified Financial PlannerTM (CFP)® Accredited Investment Fiduciary™ AIF® is simply to help you achieve your Financial Goals faster and easier. That means helping my clients like yourself to build, protect and distribute their wealth. With me as the coach in your financial corner, you will always experience excellent service while striving for financial independence. Making smarter financial decisions along the way makes making other smart financial decisions easier.
I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a fiduciary financial advisor, I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies.
Make sure to join our Los Angeles Financial Advisor email list to get the best financial planning articles of the past month sent right to your inbox.
Keep checking back for more post on how you can live your happiest, healthiest and wealthiest life.
Live for Today, Plan For Tomorrow.
David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™
West Hollywood Financial Adviser
President / Founder DRM Wealth Management, LLC 323-905-4380
Your Amazing Tax Planning Questions Answered: Ask the Expert LA
Financial Planner LA offers tax planning guidance for common tax season questions and tax law changes from the TCJA.
Is Too Much Financial Stress Making You Fat?
Have you packed on a few extra pounds? Could financial stress be the cause of your extra body fat? Science has actually discovered that worrying about your finances could add to the pounds. Stress equals Fat. At Financial Planner LA, …
5 Essential Steps To Supercharge Your Financial Future
5 Essential Steps to Help Your Fabulous Financial Future A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous). Make those New Year Resolutions Stick. There is no …
3 Best Ways to Cash in on Life Insurance for Retirement
Should Cash Value Life Insurance be part of your retirement income plan? Financial Planner LA explains what you need to know.
ROTH IRA or ROTH 401k Which is Best Retirement Account?
Which is the Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans. The …
How Much Money To Live Comfortably In Los Angeles? True Cost Of Living LA
Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares what you need to know.
The Five Principles Of Happy Money
Financial expert shares tips on Happy Money with Financial Planner LA- what you need for a happier healthier and wealthier life.
How to Buy Long Term Care Coverage (INSURANCE)
6 Ways Paying for Long-Term Care Coverage, and how to get the right Long-Term Care Insurance for you and your family. The topic of Long Term Care coverage is complicated and a not particularly fun one to think about. But …
5 Financial Windfall Advice Tips + Video
Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.
Will Your Inheritance Shrink Under California Estate Tax?
California is known for being a high tax state. Will your inheritance get with an Estate Tax by California? Financial Planner LA answer your questions.
New Mansion Tax Will Hit Many Los Angeles Homeowners
Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your …
The New Capital Gains Rates For 2023
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
Stock Market Forecasts : 5 Reasons to Ignore Them + Video
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
Best Los Angeles Financial Advisor For You: Video
You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.
4 Reasons To Fire Your Financial Advisor When Inheriting Assets
Should you get a new financial advisor when receiving an inheritance? How to get the best tax planning and inheritance planning advice.
3 Bear Market Costly Investing Mistakes KCAL 9 Video
Financial Advisor LA on KCAL News VIDEO talking bear market 2022.
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.
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.
How To Know If You Save Money With The Home Office Tax Deduction
Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.
