With Smart Spending Los Angeles you will find tips to enjoy life more while spending less. You work hard for the money, might as well maximize it’s value. Our goal is to help you simplify your financial life so you can spend with confidence.
You know you can’t diet your way to an amazing body. Similarly, you can’t penny pinch your way to Financial Freedom. This section of the best Financial Planner LA blog will help you find ways to Spend Smarter so your dollars go farther. Living your best life doesn’t have to cost a fortune, but wasting money may cost you your financial independence.
The Cost of living in Los Angeles is crazy expensive and can make it tough for even the most financially savvy people to struggle financially. Keep reading our post for tips to save on travel, save on taxes, stretch your dollar. Why be stressed about money, when you don’t need to be.
Live for today, Plan for Tomorrow. LA always has something fun to do.
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. …
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
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 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, …
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.
Financial expert shares tips on Happy Money with Financial Planner LA- what you need for a happier healthier and wealthier life.
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.
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 …
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
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.
Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …
At least once every few months a long-term client brings in a retirement account statement and says, “I forgot I had this retirement account. Can you help me with it?” Sometimes these accounts are tiny but other times they hold …
Gay Financial Planning can be fun and fabulous. It can also help you become a more financially savvy gay. Keep reading the post from the gay CFP David Rae.
Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer. Should you blow …
Check out these two tax day video segment from ABC 7 News. With Fiduciary Financial Advisor David Rae reporter Anabel Munoz.
I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
Maximize Your Tax Refund – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it. David Rae Financial …
Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …
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