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
As Trump appeared to be determined to ruin the U.S. economy, if not the economic prosperity of the entire world, the least I can do is share a valuable tax planning strategy with you, to help at least get some …
Tax planning is a major part of LGBTQ Wealth Management. Gay financial advisor David Rae outlines how to minimize the pain of the gay marriage penalty.
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.
New laws change what it means to Inherit a home in California. What you need to know.
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 …
This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom. Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
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 …
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.
The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.
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 …
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
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