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    Financial Planner LA, David Rae

    David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae

     

    Financial Planner LA » Recent Articles

    California Small Business Tax Deductions

    19 Amazing Tax Deductions For California Small Businesses

    California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.

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    Taxes and Tax Planning Los Angeles

    Is Your Financial Advisor Giving You The Best Tax Planning Advice?

    Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.

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    Medicare Surtax Obama Care Surtax

    3.8% Obamacare Medicare Surtax and How to Avoid It.

    High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.

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    Capital Gains Rates California Yoga Financial Planner LA

    What You Need To Know About California Capital Gains Taxes

    California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.

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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    How to Build a Million Dollar Net Worth

    First Million is the Hardest How to Build A Million Dollar Net Worth

    So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.

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    Financial Planner LA on spectrum news

    Spectrum News Video- Handling Your Finances During COVID Pandemic

    Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen The impact of the Coronavirus on people’s finances may vary, depending on who you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …

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    Los Angeles Real Estate Crash ?

    Is The Los Angeles Real Estate Market Heading To A Crash?

    Housing prices in Los Angeles have skyrocked over the past few years. Is the Los Angeles real estate headed fora crash? Financial Planner LA tells you what you need to know.

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    Fiduciary Financial Advice Los Angeles

    Fiduciary Financial Advice Does it Really Matter? + Video

    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 …

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    Gay Married Couple get a win

    Who Makes the Most Money Straight or Gay Married Couples

    Big Payday for Gay Married Couples The Real Money Advantages of  Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay. Gay Money Matters! We all know the stereotype of the typical gay …

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    Golden Girls Retirement Plan Los Angeles Shots

    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 …

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    Last Minute Tax Tips Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11Good Day LA with tax expert David Rae and Araksya Karapetyan and Tony McEwing.

    Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP

    Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.

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    Photo Via Got Credit Flick Value of a Vanguard Financial Advisor

    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 …

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    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.