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
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. …
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.
You are not stuck with a bad annuity, a fiduciary advisor can help you escape to another investing option to reach financial freedom faster.
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
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.
Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …
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.
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 …
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Housing prices in Los Angeles have skyrocked over the past few years. Is the Los Angeles real estate headed fora crash? Financial Planner LA tells you what you need to know.
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