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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.
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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
Unusual Tax Strategies To Do Now to Save on Your Taxes
5 Unusual Tax Strategies You Can Do Now to Save on Your Taxes Unusual Tax Strategies was the topic for the December KTLA Morning News appearance by Financial Planner LA David Rae. He was in the studio with Jessica Holmes and …
Is There a Cure for Lifestyle Inflation?
Is There a Cure for Lifestyle Inflation? Are You Suffering from a bad case of Lifestyle Fever? Yes, Lifestyle Fever is a thing and it may be costing you plenty. Sadly it appears to more prevalent than the common cold this …
Golden Girls Financial Issues Spotlight on Women
Golden Girls Financial Issues Spotlight on Women Golden Girls Retirement Plan, Part 4 Retirement Is a Women’s Issue Pop Quiz: What’s better for your bottom line, a dead spouse or an ex-spouse? Wine Tasting with real-life Golden Girls A few …
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 …
Golden Girls Blanche Deveraux Retirement Plan Part 3
By pooling their resources as housemates, Golden Girls’ hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose, and Sophia keep on living the good life through retirement. Television’s Golden Girls continue to give us a great run for the money …
Battle of the Sexes – Are Men or Women Better with Money?
Battle of the Sexes asks the age-old question Who’s better with Money? Who are better when it comes to investing and finances, men or women? The Gender of Money. A: Depends on the man, depends on the woman . . …
Sandwich Generation are you Prepared to Care for your Parents?
Does caring for aging parents have to dampen your financial future and leave you broke? Here’s how good kind sons and daughters can be proactive in helping your loved ones but without killing your own financial prospects. Are you prepared …
Newlyweds Financial Talk before the Walk (Down the Aisle)
The Newlyweds Financial Talk before the Walk (Down the Aisle) Now that same-sex marriage is the law of the land, engaged gay couples are going to be having some serious chats about money if they want their love to survive …
The Golden Girls Rose Fights Back : Retirement Plan Part 2
The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …
The Money Ballers Guide to Choosing a Financial Adviser
The Ballers Guide to Choosing a Fiduciary Financial Adviser. Here are the 5 questions you need to ask to find the right Fiduciary Financial Planner for you, choose like a Baller. Second in a series. Having concluded its first season …
Money Ballers 1: Finances “Rock” Solid?
Money Ballers listen up, Dwayne “The Rock” Johnson and the rest of the cast is back for Ballers on HBO is back for Season 2. Playing Defense on Finance for Those Cursed with Too Much, Too Soon. Just cause you a …
Downton Abbey : 4 Financial Lessons
We all love Downton Abbey, but did you realized you could learn about financial planning and estate planning from the hit PBS Show?
Trump versus Clinton For the Average American Who Is Your Money On?
Voting with Your Wallet Is Your Money on Clinton or Trump? Which candidate is better for your budget’s bottom line? A lot about this election is about money….who’s got it, who needs it, how to raise it and how each …
What Financial Health Matters Means to Me (#FinHealthMatters)
What Financial Health Matter Means to Me, and what it should mean to you. We never stop hearing the importance of physical health, emotional health and psychological health. But it so happens that taking care of your financial health (matters) …
Brexit and your Financial Plan
What Does the Brexit Mean for your Financial Plan Yes a country leaving the EU is historical and potentially once in a lifetime event. The ripples from the #Brexit will ripple across the globe. If you’ve been watching the news …
Life Insurance for the HIV Positive
HIV Positive Life Insurance, does it exist? Yes, you can get a life insurance policy if you’re HIV+. And yes for some, you should get a life insurance policy if you’re HIV+. Not so long ago, if someone living with …
Can you imagine saving 50% of your income? It’s Possible Right?
To be clear I saved 50% of my GROSS income (not take home) and I survived. Heck, I think I even enjoyed it. If I can do it, so can you. Saving Money in Los Angeles is difficult but not …
Will Starbucks Really Bust Your Budget?
We all know crash diets don’t work, but are you trying a crash budget to reach your financial goals? You shouldn’t have to starve to reach financial independence, and you may not have to skip your favorite Starbucks drinks either. …
Are these “Major Crimes” Killing your Finances?
Are you committing the following Major Crimes against your finances? Is Lt. Provenza going to have his day ruined trying to figure out what killed your financial plan?
