David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
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 …
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. …
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …
The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.
Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today. In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy …
Gay Financial Planning is a real thing. At financial planner LA we help you have a happier and wealthier life. Here are 10 tips for Financial and Gay Happiness
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 …
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 …
Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
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 …
The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
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