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
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k). Making the maximum mega backdoor Roth contribution …
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.
Are Social Security Taxable? What is the maximum amount you can receive from Social Security Retirement? These and you other questions answered by Financial Planner LA.
Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares 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 …
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial …
Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run-up in the …
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …
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 …
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 …
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