David Rae LA Certified Financial Planner Speaks with KTLA New with Tips for Couples to find out if they are Financially Compatible.
You can take the Financial Compatibility Quiz on the Trilogy Financial Site: Click Here
Extra Credit: Tips For Making Financial New Years Resolutions Stick
DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement planner with DRM Wealth Management. He has been helping friends of the LGBT community reach their financial goals for over a decade. He is a regular contributor to Forbes.com, the Advocate Magazine, Investopedia and Huffington Post as well as the author of the Financial Planner Los Angeles Blog. Follow him on Facebook or via his website www.davidraefp.com.
Tax Planning for Gay Couples with Big Tax Bills: