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 …
Read more
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 …
View Video
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 …
View Video
How to choose the best small business retirement plan account? The best plan for you will depend on how much you want to save or how much you need to lower your tax bill. Business owners like you are so …
Read more
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 …
Read more
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 …
Read more
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 …
Read more
We all know crash diets don’t work, but are you trying a crash budget to reach your financial goals? You shouldn’t have to starve to reach financial independence, and you may not have to skip your favorite Starbucks drinks either. …
Read more
Are you committing the following Major Crimes against your finances? Is Lt. Provenza going to have his day ruined trying to figure out what killed your financial plan?
Read more