Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- Shocking Study Reveals 5% Value From Working With A Financial Advisorby David Rae on September 15, 2026 at 4:10 pm
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it. The post Shocking Study Reveals 5% Value From Working With A Financial Advisor appeared first on Financial Planner Los Angeles.
- Fabulous Millennials: How Many Millions for Retirement?by David Rae on July 24, 2026 at 9:08 pm
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the ... The post Fabulous Millennials: How Many Millions for Retirement? appeared first on Financial Planner Los Angeles.
- 3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!by David Rae on July 18, 2026 at 3:06 pm
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 ... The post 3 Investing Mistakes to Avoid; To Avoid Losing A Bundle! appeared first on Financial Planner Los Angeles.
- How to Find Your Financial Independence Levelby David Rae on July 3, 2026 at 5:00 pm
What is you level of financial independence. What you need to know to have financial freedom and retire early. The post How to Find Your Financial Independence Level appeared first on Financial Planner Los Angeles.
- 4 Biggest Tax Strategies Business Owners Need To Know About Nowby David Rae on June 27, 2026 at 10:18 am
4 tax planning strategies you need to implement now for your small business The post 4 Biggest Tax Strategies Business Owners Need To Know About Now appeared first on Financial Planner Los Angeles.
Stay updated and entertained with our latest financial content



