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 …
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
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
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 …
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 …
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History. By the time we are posting this, the stock market has jumped back quite a bit. Hopefully, you …
Live Your Best Life Financial Life Planning – Los Angeles Financial Planner David Rae outlines how. Are you living your best life financially? We all have that friend who while dripping in designer duds never seems to have any money. …
Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.
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 …
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 …
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 …
Powerball has many people dreaming of how they would spend all the Millions or Billions: Will it really make your lives perfect? Mania has set in around the Powerball Winning Numbers. Just when you thought it was safe to be …
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 …
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 …
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 …
“Are Gays better with money” is a question I’m often asked. To be fair it’s been reported that LGBT people earn more and have less debt than the general population, but does that mean we gays are actually better with …
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 …
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