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

      »  financial health

    How to Know Expenses Are Tax Deductible When You Volunteer

    I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …

    How To Take The Stress Out Of Taxes For Business Owners

    Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.”   I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.

    What Is The Maximum Social Security Retirement Income For 2024?

    Are Social Security Taxable? What is the maximum amount you can receive from Social Security Retirement? These and you other questions answered by Financial Planner LA.

    The Myth Of Gay Affluence Not Everyone is Fabulously Wealthy

    Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …

    The Million Dollar 401(K) Mistake Too Many People Make

    The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars.  For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America.  Boomers, …

    How To Know If You Save Money With The Home Office Tax Deduction

    Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.

    How the LGBT Community Can Retire Early and Fabulously

    This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom.  Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.

    How to Get Your Adult Children To Move Out – Video Me Time with Frangela

    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 …

    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 …

    4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA

    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. …

    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 …

    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 …

    You’re 50 – Now is the time to Get Serious About Retirement Planning!

    Going on Fifty Facing Retirement.  What should I do now? Where do you go from here? LA Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points …

    6 Inherited IRA Mistakes That Will Crush Your Inheritance

    Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …

    ABC Video – Stock Market Tumbles What to do Now?

    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 …

    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 …

    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 …

    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.

    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 …

    Newlyweds Financial Talk before the Walk (Down the Aisle)

    The  Newlyweds Financial Talk before the Walk (Down the Aisle) Now that same-sex marriage is the law of the land, engaged gay couples are going to be having some serious chats about money if they want their love to survive …

    © 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.