Financial Savvy: Investment Risk vs. Stock Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. …
Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …
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.
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 …
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
The housing market is hot these days. How to get ready to buy the home of your dreams without wreaking havoc on your finances.
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 …
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 …
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 …
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 …
Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run-up in the …
There are a slew or reason the GOP Tax Reform bill is so unpopular. Most people think their tax bills will actually go up under the new plan, and many of them are right. Check out this video from ABC …
Is the GOP Killing 401(K) Tax Deduction? What will this mean for your financial security in retirement? Update 11/2/2017 THE GOP RELEASE THEIR LATEST TAX PROPOSAL WHICH DOES NOT CUT 401(K) CONTRIBUTION- but be aware your taxes may still go …
Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …
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 …
Los Angeles Financial Planner appeared the morning after the election on CBS LA Morning News with Sharon Tay and Rick Garcia to discuss the panic that has set it overnight after the election of Donald Trump as President. He was …
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 …
“Are Gays better with money” is a question I’m often asked. To be fair it’s been reported that LGBT people earn more and have less debt than the general population, but does that mean we gays are actually better with …
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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