Gays Do it Better – How to Have a Fabulous Gay Financial Planner
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.
Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income
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 …
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 …
6 Tax Strategies To Slash Your 2025 Income Taxes
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. …
Spectrum News Video- Handling Your Finances During COVID Pandemic
Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen The impact of the Coronavirus on people’s finances may vary, depending on who you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …
ABC Video – Stock Market Tumbles What to do Now?
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 …
How To Get The Huge Tax Savings From The Rich Person’s Pension
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae
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 …
10 Great Reasons to Ignore Retirement Planning
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
Spectrum News Tips for Tackling This Tax Season
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
Can You Be Too Smart To Be A Great Investor?
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
What You Need To Know About California Capital Gains Taxes
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.
