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    How to Score holiday deals and Drink Wine Video CBS News

    Holiday Shopping Tips Los Angeles to Keep Your Sanity and not break the bank Video CBS News. How to score holiday deals and drink wine Video CBS News Holiday Shopping Tips Los Angeles Shopping Season is stressfulful and YES expensive.  …

    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 …

    Fiduciary Rule For Financial Advisors Changes Comment and VIDEO

    Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.

    Always Avoid the Alternative Minimum Tax : Financial Advice Part 3

    Always Avoid the Alternative Minimum Tax: Financial Advice to Break Part 3 Avoiding the alternative minimum tax (AMT) is usually top-of-mind for individuals who receive valuable stock options from their employers. This is especially true when those individuals own substantial …

    The More ROTH IRA the Better: Financial Advice to Break Part 2

    Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake.  It is important to note that the correct choice and the best …

    Get the Most Bang for Your Buck? KTLA News Video Summer Spending

    Smart Summer Spending Do’s and Don’ts via KTLA News We all want to maximize our money, why pay more than we need to?  With a little planning, you can stretch your dollars further without having to cut back.  I had …

    Earning Less to Pay Less Taxes? Financial Advice to Break Part 1

    Good Financial Advice Made to be Broken – Lowering Your Taxes.  Sometimes following financial advice, while technically correct, could turn out to be a costly mistake.  It is important to note that the correct choice and the best choice are …

    Golden Girls Retirement Plan: Part 1

    The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …

    How to get your Friends to Pay You BACK KTLA News Video

    Will your friends ever pay you back? Do you pay for things and just hope and pray that your friends will pay you back?  Financial Planner LA is here to help.  We share some tips with the KTLA Morning news …

    Fiscally Fit: Barry’s Bootcamp Way

    Barrys Bootcamp can get your ass in shape, but it may also hold some lessons to get your assets in shape. Financial Planner LA explanins.

    ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO

    Tax Day Tips ABC News with Financial Planner LA Tax Day Tips, and other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appears on the ABC Eyewitness News here in LA with anchors Elex Michaelson and …

    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 …

    Trump Tax Plan is Bad For Los Angeles CBS News Explains

    Tax Planning Los Angeles in light of the GOP Tax Bill – CBS News covers what it may mean for you and your finances. With Guest Financial Planner LA David Rae speaking with Jeff Michael and Kara Finnstrom. I was …

    Stock Market Advice Los Angeles ABC News with David Rae

    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 …

    Los Angeles What the GOP TAX Bill Means For You ABC 7 News Video

    There are a slew or reason the GOP Tax Reform bill is so unpopular.  Most people think their tax bills will actually go up under the new plan, and many of them are right.   Check out this video from ABC …

    How Rough is the GOP TAX Plan for Los Angeles Homeowners

    Just how rough is the GOP tax Plan for Los Angeles Homeowners? The Senate just passed its version of the widely unpopular tax reform bill and now the hashtag #TAXBILLSCAM is trending on Twitter.  Some of the changes coming in the …

    How to Lower Your Tax Bill Before the GOP Tax Plan

    How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan   As it stands now the proposed GOP tax reforms will take effect in 2018.  Looking ahead this means your year-end tax planning may be more crucial …

    How to Party Dow Like It’s 24000 + Video

    Party Dow Like It’s 24000 When it comes to meeting your financial goals, time is money no matter what the economy is up to.   Dow Jones Financial Plan -Up or down Let’s Party! Update: Thanks for watching this throwback video, …

    How a 40 Year Old Can Retire a Millionaire via Financial Planner LA

    Retiring a millionaire is really quite simple but it’s not easy.  Otherwise, we’d see millions of more people accomplishing this feat.  Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.

    Will The GOP Kill The 401(k) Tax Deduction Video NBC Nightly News

    Is the GOP Killing 401(K) Tax Deduction?  What will this mean for your financial security in retirement? Update 11/2/2017 THE GOP RELEASE THEIR LATEST TAX PROPOSAL WHICH DOES NOT CUT 401(K) CONTRIBUTION- but be aware your taxes may still go …

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