How High Income Gay Couples Avoid The Marriage Tax Penalty
Tax planning is a major part of LGBTQ Wealth Management. Gay financial advisor David Rae outlines how to minimize the pain of the gay marriage penalty.
5 Financial Windfall Advice Tips + Video
Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.
Who Will Provide Long-Term Care For LGBT Retirees?
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.
Will Your Inheritance Shrink Under California Estate Tax?
California is known for being a high tax state. Will your inheritance get with an Estate Tax by California? Financial Planner LA answer your questions.
Best Palm Springs Financial Planner For You: Video
Palm Springs financial planner for you David Rae offers tax planning, retirement planning and investment planning. He wants your life to be better because he is in it.
New Mansion Tax Will Hit Many Los Angeles Home Owners
Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your home when …
The New Capital Gains Rates For 2023
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
Stock Market Forecasts : 5 Reasons to Ignore Them + Video
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
Gay Tax Planning Strategies You Need Today
4 Valuable Tax Planning Strategies Gay Couples Need To Utilize For 2023 Tax Season. Two of my good friends just got gay married (or, as we call it in real life, “Married”), and of course, they asked me what this …
Best Los Angeles Financial Advisor For You: Video
You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.
4 Reasons To Fire Your Financial Advisor When Inheriting Assets
Should you get a new financial advisor when receiving an inheritance? How to get the best tax planning and inheritance planning advice.
Financial Advisor Los Angeles Video In-Depth On The Economy
Where is the stock market heading in 2022? How to deal with inflation? Are we in a recession? Financial advisor LA explains in this video from Fox 11 LA
3 Bear Market Costly Investing Mistakes KCAL 9 Video
Financial Advisor LA on KCAL News VIDEO talking bear market 2022.
Three Investing Mistakes to Avoid, They Will Cost You A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
First Million is the Hardest How to Build A Million Dollar Net Worth
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
How To Know If You Save Money With The Home Office Tax Deduction
Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.
Financial Planner LA: Where Is The Stock Market Heading? VIDEO
Stock Market Volatility , Global Unrest, Inflation, where is the stock market headxing? Financial Planner LA David Rae is on the CBS evening news with Jeff Vaughn and Pat Harvey
How the LGBT Community Can Retire Early and Fabulously
This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom. Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.
Apple Stock For Apple Employees: How To Maximize Employee Stock Options
If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses. Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …
