How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
The New Capital Gains Rates For 2023
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
Stock Market Forecasts : 5 Reasons to Ignore Them + Video
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
Financial Advisor Los Angeles Video In-Depth On The Economy
Where is the stock market heading in 2022? How to deal with inflation? Are we in a recession? Financial advisor LA explains in this video from Fox 11 LA
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 …
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
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 …
The Difference Between Investment Risk and Stock Market Volatility
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. …
Is the Next Recession Coming? Better Question is When.
When will the next recession hit? Will Donald Trump cause the next great recession? Should you even care if a recession is coming. This post from Financial Planner LA covers all you need to know.
Apple Stock For Apple Employees: How To Maximize Employee Stock Options
If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses. Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …
My Stock Market Dream – How to Invest Money Smarter
My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds. In my humble opinion, there is no better way to build wealth over time than investing in the stock market. Even just “average” stock market returns …
Vanguard and the Value of Personal Financial Advice
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
10 Surefire Ways To Never Become a Millionaire
The Future of Financial Self-Sabotage 10 Surefire Ways to Never Become a Millionaire. When Austin Power’s Dr. Evil set out to extort the world for a million dollars we all cracked up. How quaint, we giggled, when everyone knows that …
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 …
How Risky is the Stock Market Actually?
Stock Market Risk, the true cost of skipping investing. Can you afford to not invest in stocks? Unless you started saving at the age of five and are presently making a killer income, consistently year after year, you will probably …
Golden Girls Retirement Plan: Part 1
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 …
Stock Market Advice Los Angeles ABC News with David Rae
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 …
How to Party Dow Like It’s 24000 + Video
Party Dow Like It’s 24000 When it comes to meeting your financial goals, time is money no matter what the economy is up to. Dow Jones Financial Plan -Up or down Let’s Party! Update: Thanks for watching this throwback video, …
How a 40 Year Old Can Retire a Millionaire via Financial Planner LA
Retiring a millionaire is really quite simple but it’s not easy. Otherwise, we’d see millions of more people accomplishing this feat. Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.
