What You Need to Know About Your Retirement Plan Now
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.
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 …
How to Transfer California Property Tax Base from Old Home to New
One of the biggest advantages of owning a home in California is Proposition 13. This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …
Fiduciary Rule For Financial Advisors Changes Comment and VIDEO
Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.
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 …
Golden Girls Retirement Plan: Part 1
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
The Myth of Gay Affluence Not Everyone is Fabulously Wealthy
Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …
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 …
Flipping Out Baby : Jeff Lewis’s Gaybie is Coming
Flipping Out Baby: We’re Havin’ a Gaybie Flipping Out Jeff Lewis is having Baby What happens when finances take a front seat for partners Jeff Lewis and Gage Edwards en route to parenthood on Bravo TV’s reality series Flipping Out? …
Fiduciary Financial Advice Does it Really Matter? + Video
For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …
Will Your Gay Friends Make You Poor?
Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …
Women, Money Smart Couples Sharing the Power Seat KTLA VIDEO
Women, Money Smart Couples Sharing the Power Seat KTLA VIDEO How to be more involved in the Family Finances. How Women can be more involved in the Family Finances. Fiduciary Financial Planner David Rae of DRM Wealth Management appeared on the …
How Much Life Insurance Do I Need? A DIME’s Worth
How much Life Insurance do I need? A DIME’s Worth of Life Insurance Questions Answered by Financial Planner Los Angeles. Take a look at this handy formula for calculating how much life insurance you need to protect your family. In …
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 …
Who Makes the Most Money Straight or Gay Married Couples
Big Payday for Gay Married Couples The Real Money Advantages of Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay. Gay Money Matters! We all know the stereotype of the typical gay …
Home Down Payment Is Bigger Better?
Is a bigger mortgage a better option for the long-run? Together, my wife and I earn close to $300K per year. How much should we put down on our house? Would buying a bigger mortgage home pay off in the …
Financial Planner David Rae talks Brexit with the CBS evening News
The market took a huge dip with the Brexit Vote, should you panic when the market moves? LA Financial Expert David Rae helps you make smart financial decisions based on your circumstances rather than speculation and fear. You might also …
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 …
