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 …
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 …
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 …
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 …
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 …
LA Fiduciary Financial Planner David Rae speaks with NBC News Kim Baldonado. He explains what the Trump Tax Plan will mean for your wallet. Included in the Trump Tax Plan are potential changes to tax rates, Social Security, the Affordable …
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