How To Become a Financially Savvy Gay
Gay Financial Planning can be fun and fabulous. It can also help you become a more financially savvy gay. Keep reading the post from the gay CFP David Rae.
Maximize or Spend Your Tax Refund? What is the Smart Financial Move?
Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer. Should you blow …
4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
How Love And Marriage Will Change The Perfect LGBT Retirement.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
How to Know If You Should Pay Your Taxes with a Credit Card
Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …
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
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 …
Tax Deductions + Other Fun with Schitt’s Creek on Pop
Up Schitt’s Creek Hilarious Lesson on Tax Deductions. Wouldn’t it be great to be so rich that you didn’t even have to think about tax deductions? As seen on the Canadian television sitcom, Schitt’s Creek – what goes up must …
Will Beyoncé and Coachella SINK Your Finances. + New Album
Beyonce Coachella should be epic. Are you going? Who can actually afford to attend this huge music festival every year? Many people are spending thousands if not tens of thousands to attend. Ponder this. Will the single lifestyle paired with …
Always Avoid the Alternative Minimum Tax : Financial Advice Part 3
Always Avoid the Alternative Minimum Tax: Financial Advice to Break Part 3 Avoiding the alternative minimum tax (AMT) is usually top-of-mind for individuals who receive valuable stock options from their employers. This is especially true when those individuals own substantial …
The More ROTH IRA the Better: Financial Advice to Break Part 2
Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best …
Earning Less to Pay Less Taxes? Financial Advice to Break Part 1
Good Financial Advice Made to be Broken – Lowering Your Taxes. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best choice are …
Fiscally Fit: Barry’s Bootcamp Way
Barrys Bootcamp can get your ass in shape, but it may also hold some lessons to get your assets in shape. Financial Planner LA explanins.
ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO
Tax Day Tips ABC News with Financial Planner LA Tax Day Tips, and other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appears on the ABC Eyewitness News here in LA with anchors Elex Michaelson and …
Trump Tax Plan is Bad For Los Angeles CBS News Explains
Tax Planning Los Angeles in light of the GOP Tax Bill – CBS News covers what it may mean for you and your finances. With Guest Financial Planner LA David Rae speaking with Jeff Michael and Kara Finnstrom. I was …
Click the link above, Enter your email to join Financial Planner LA and join the thousands of people who have downloaded their FREE copy of 10 Big Tips To Get Your Financial House In Order. Tired of feeling overwhelmed when looking …
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 …
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 …
