
California Tax Planning: How To Avoid Overpaying Taxes Via A SALT CAP Strategy
AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
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
AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.
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.
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 …
Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
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 …
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.
Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …
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
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
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