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    6 Tax Stragies To Slash Your 2024 Taxes Bill

    The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …

    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.

    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 …

    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 …

    Is My Los Angles Home Equity Line Still Deductible? HELOC Tax Deduction

    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 …

    Always Avoid the Alternative Minimum Tax : Financial Advice Part 3

    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 …

    ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO

    Tax Day Tips ABC News with Financial Planner LA Tax Day Tips, and other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appears on the ABC Eyewitness News here in LA with anchors Elex Michaelson and …

    How to Turn your Clutter into Cash KTLA Money Smart Video

    Need some extra cash, and looking to clear out some clutter.  We share some tips with KTLA News to help Turn you Clutter into Cash Are you ready to turn your Clutter into Cash? Recently, I appeared on the KTLA …

    KTLA Money Smart Financial Planner David Rae Social Security Myths

    Fiduciary Financial Planner David Rae covers Social Security Myths the Los Angeles Money Smart KTLA News. You might also like Social Security for LGBT Couples, What you need to know Now! DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement …

    Financial Planner David Rae KTLA 5 Tips for Couples

    David Rae LA Certified Financial Planner Speaks with KTLA New with Tips for Couples to find out if they are Financially Compatible. You can take the Financial Compatibility Quiz on the Trilogy Financial Site: Click Here Extra Credit: Tips For …

    Tips for Smart Financial New Years Resolutions via KTLA Money Smart

    Make 2024 the year you get your financial house in order—new YEars Resolutions.

    KTLA Money Smart CA Increases Minimum Wage

    David Rae Los Angeles Certified Financial Planner discusses with the KTLA News what the $15 minimum wage means for the people of Los Angeles, both workers and business owners. David Rae appears regularly on the KTLA Money Smart Segment. DAVID …

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