Going on Fifty Facing Retirement. What should I do now? Where do you go from here? LA Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points …
Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. At Financila Planner Los Angeles we are here to show you how to make the retirement planning process less stressful. Does thinking …
Home Made Podcast Episode Description Home Down Payments: David Rae is a Certified Financial Planner, Accredited Investment Fiduciary and President and Founder of DRM Wealth Management. We talked to him about how to make the most of the Coronavirus Quarantine …
The housing market is hot these days. How to get ready to buy the home of your dreams without wreaking havoc on your finances.
The Future of Financial Self-Sabotage 10 Surefire Ways to Never Become a Millionaire. When Austin Power’s Dr. Evil set out to extort the world for a million dollars we all cracked up. How quaint, we giggled, when everyone knows that …
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
Every time we have a big earthquake, Los Angeles homeowners ask themselves, should I buy Earthquake Insurance? The right answer for you may be different from the answer to your neighbor when it comes to purchasing Earthquake insurance. LA real …
Willl Coronavirus change your Los Angeles retirement plan? Shoul you adjust your financial plan due to the pandemic?
The Tax Credit vs. Tax Deduction Quiz Tax season is upon us and while you don’t have to master zillions of pages of the US tax code, it does pay to know a few of the basics. Test your knowledge …
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 Maximize Your pension: Lifetime income or Pension Lump Sum Payment which is best for you? Pension Buyouts: Lump ‘em or Leave ‘em? As the number of companies shedding their pension liabilities rises, employees are often left in a quandary …
Stock Market Risk, the true cost of skipping investing. Can you afford to not invest in stocks? Unless you started saving at the age of five and are presently making a killer income, consistently year after year, you will probably …
Live Your Best Life Financial Life Planning – Los Angeles Financial Planner David Rae outlines how. Are you living your best life financially? We all have that friend who while dripping in designer duds never seems to have any money. …
Up Schitt’s Creek Hilarious Lesson on Tax Deductions. Wouldn’t it be great to be so rich that you didn’t even have to think about tax deductions? As seen on the Canadian television sitcom, Schitt’s Creek – what goes up must …
Financial Planner LA David Rae pops into the Fox 11 Los Angeles Newsroom to discuss the Stock Market with Bob Decastro.
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.
Donald Trump turned a billion dollar loss into a way to pay no income taxes for years. Financial Planner LA discusses in this video for Nightline with Nick Watt.
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 …
Financial Expert David Rae sits down will fell Aids Life Cycle Rider to discuss tax saving tips on the CBS Morning News.
The Tax Cuts and Jobs Act (Trump Tax Plan) is bad for Los Angeles and Californians. From the SALT CAP to other tax changes you need to know about and how much in taxes they will cost you.
This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
