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    Three Investing Mistakes to Avoid, They Will Cost You A Bundle!

    Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …

    Fiduciary Financial Planner- The True Value Of Great Advice

    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 …

    How To Become a Financially Savvy Gay

    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.

    Maximize or Spend Your Tax Refund? What is the Smart Financial Move?

    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 …

    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.

    What You Need to Know About Your Retirement Plan Now

    Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.

    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 …

    Fiduciary Financial Advice Does it Really Matter? + Video

    For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

    Can you imagine saving 50% of your income? It’s Possible Right?

    To be clear I saved 50% of my GROSS income (not take home) and I survived. Heck, I think I even enjoyed it. If I can do it, so can you.  Saving Money in Los Angeles is difficult but not …

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