• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • In The News:
    Share This:
     

      »  be fiscally fabulous

    How Love And Marriage Will Change The Perfect LGBT Retirement.

    With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.

    How to Know If You Should Pay Your Taxes with a Credit Card

    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 …

    11 Tips For Fabulous Gay Financial Happiness

    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

    LGBT Newlyweds Guide to Money

    The LGBT Newlyweds Guide to Money, Love and Fiscal Fabulousness. Los Angeles Financial Planner walks you through the must-know tips to get on the same page financially as your spouse.  As a Gay Financial Advisor in West Hollywood and Palm …

    Will the LGBT Community Ever Be Able to Retire Well?

    Will retirement be better or worse for the LGBT Community? While the LGBT community is benefiting from increasing financial prosperity and legal recognition, many economic challenges hit us harder than they do for straight citizens. Like everyone else, we are …

    Tax Deductions + Other Fun with Schitt’s Creek on Pop

    Up Schitt’s Creek Hilarious Lesson on Tax Deductions.  Wouldn’t it be great to be so rich that you didn’t even have to think about tax deductions? As seen on the Canadian television sitcom, Schitt’s Creek – what goes up must …

    Will Beyoncé and Coachella SINK Your Finances. + New Album

    Beyonce Coachella should be epic. Are you going? Who can actually afford to attend this huge music festival every year?  Many people are spending thousands if not tens of thousands to attend. Ponder this. Will the single lifestyle paired with …

    Is My Los Angles Home Equity Line Still Deductible? HELOC Tax Deduction

    With the new GOP Tax Plan now in effect for 2018 many people are wondering, “Can I still deduct my home equity line of credit? Should I refinance to make it tax-deductible again?” Or just “How do I know if …

    How to Transfer California Property Tax Base from Old Home to New

    One of the biggest advantages of owning a home in California is Proposition 13.  This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …

    Always Avoid the Alternative Minimum Tax : Financial Advice Part 3

    Always Avoid the Alternative Minimum Tax: Financial Advice to Break Part 3 Avoiding the alternative minimum tax (AMT) is usually top-of-mind for individuals who receive valuable stock options from their employers. This is especially true when those individuals own substantial …

    The More ROTH IRA the Better: Financial Advice to Break Part 2

    Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake.  It is important to note that the correct choice and the best …

    Earning Less to Pay Less Taxes? Financial Advice to Break Part 1

    Good Financial Advice Made to be Broken – Lowering Your Taxes.  Sometimes following financial advice, while technically correct, could turn out to be a costly mistake.  It is important to note that the correct choice and the best choice are …

    Fiscally Fit: Barry’s Bootcamp Way

    Barrys Bootcamp can get your ass in shape, but it may also hold some lessons to get your assets in shape. Financial Planner LA explanins.

    ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO

    Tax Day Tips ABC News with Financial Planner LA Tax Day Tips, and other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appears on the ABC Eyewitness News here in LA with anchors Elex Michaelson and …

    Trump Tax Plan is Bad For Los Angeles CBS News Explains

    Tax Planning Los Angeles in light of the GOP Tax Bill – CBS News covers what it may mean for you and your finances. With Guest Financial Planner LA David Rae speaking with Jeff Michael and Kara Finnstrom. I was …

    Click the link above, Enter your email to join Financial Planner LA and join the thousands of people who have downloaded their FREE copy of 10 Big Tips To Get Your Financial House In Order. Tired of feeling overwhelmed when looking …

    Is There a Cure for Lifestyle Inflation?

    Is There a Cure for Lifestyle Inflation? Are You Suffering from a bad case of Lifestyle Fever? Yes, Lifestyle Fever is a thing and it may be costing you plenty.  Sadly it appears to more prevalent than the common cold this …

    Golden Girls Financial Issues Spotlight on Women

    Golden Girls Financial Issues Spotlight on Women Golden Girls Retirement Plan, Part 4 Retirement Is a Women’s Issue Pop Quiz: What’s better for your bottom line, a dead spouse or an ex-spouse? Wine Tasting with real-life Golden Girls A few …

    The Golden Girls Rose Fights Back : Retirement Plan Part 2

    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 …

    Money Ballers 1: Finances “Rock” Solid?

    Money Ballers listen up, Dwayne “The Rock” Johnson and the rest of the cast is back for Ballers on HBO is back for Season 2. Playing Defense on Finance for Those Cursed with Too Much, Too Soon.  Just cause you a …

    © 2024 Financial Planner Los Angeles

    Disclaimers:

    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.