What Is The Maximum Social Security Retirement Income For 2024?
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.
You have landed on the Financial Planning Section of the Financial Planner LA Blog. In this section, you will find articles on a variety of personal finance topics tailored for the people of Los Angeles who need financial planning guidance.
My goal as a Certified Financial PlannerTM (CFP)® Accredited Investment Fiduciary™ AIF® is simply to help you achieve your Financial Goals faster and easier. That means helping my clients like yourself to build, protect and distribute their wealth. With me as the coach in your financial corner, you will always experience excellent service while striving for financial independence. Making smarter financial decisions along the way makes making other smart financial decisions easier.
I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a fiduciary financial advisor, I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies.
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Keep checking back for more post on how you can live your happiest, healthiest and wealthiest life.
Live for Today, Plan For Tomorrow.
David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™
West Hollywood Financial Adviser
President / Founder DRM Wealth Management, LLC 323-905-4380
5 Essential Steps to Help Your Financial Future in 2024
5 Essential Steps to Help Your Financial Future in 2024 A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous). Make those New Year Resolutions Stick. There is …
The Myth Of Gay Affluence Not Everyone is Fabulously Wealthy
Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …
3 Best Ways to Cash in on Life Insurance for Retirement
Should Cash Value Life Insurance be part of your retirement income plan? Financial Planner LA explains what you need to know.
The Million Dollar 401(K) Mistake Too Many People Make
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
ROTH IRA or ROTH 401k Which is Best Retirement Account?
Which is the Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans. The …
How Much Money To Live Comfortably In Los Angeles? True Cost Of Living 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.
The Five Principles Of Happy Money
Financial expert shares tips on Happy Money with Financial Planner LA- what you need for a happier healthier and wealthier life.
How to Buy Long Term Care Coverage (INSURANCE)
6 Ways Paying for Long-Term Care Coverage, and how to get the right Long-Term Care Insurance for you and your family. The topic of Long Term Care coverage is complicated and a not particularly fun one to think about. But …
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.
6 Reasons to Only Take Fiduciary Financial Planning Advice
6 Reasons to only hire a Fiduciary Financial Adviser. Do you ever ask yourself: Do I need a Fiduciary Financial Adviser? Los Angeles Wealth Manager David Rae shares 6 Signs you may need to hire a Fiduciary Financial Adviser. How …
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.
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.
3 Bear Market Costly Investing Mistakes KCAL 9 Video
Financial Advisor LA on KCAL News VIDEO talking bear market 2022.
