Unlock Your Wealth Potential.
Reach Your Goals Faster with Expert Financial Guidance.
Connect With David Rae Today   »

Recent Articles

David Rae David Rae's stories.

Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

  • How To Get Out Of A High Fee Annuity?
    by David Rae on July 15, 2024 at 7:09 pm

    You are not stuck with a bad annuity, a fiduciary advisor can help you escape to another investing option to reach financial freedom faster. The post How To Get Out Of A High Fee Annuity? first appeared on Financial Planner Los Angeles. The post How To Get Out Of A High Fee Annuity? appeared first on Financial Planner Los Angeles.

  • 4 Biggest Tax Strategies Business Owners Need To Know About Now
    by David Rae on July 1, 2024 at 10:18 pm

    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 first appeared on Financial Planner Los Angeles. The post 4 Biggest Tax Strategies Business Owners Need To Know About Now appeared first on Financial Planner Los Angeles.

  • How To Take The Stress Out Of Taxes For Business Owners
    by David Rae on June 18, 2024 at 2:02 pm

    Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.”   I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time. The post How To Take The Stress Out Of Taxes For Business Owners first appeared on Financial Planner Los Angeles. The post How To Take The Stress Out Of Taxes For Business Owners appeared first on Financial Planner Los Angeles.

  • Can I Afford A House In Los Angeles?
    by David Rae on April 2, 2024 at 8:53 pm

    Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today.   In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy ... The post Can I Afford A House In Los Angeles? first appeared on Financial Planner Los Angeles. The post Can I Afford A House In Los Angeles? appeared first on Financial Planner Los Angeles.

  • Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today
    by David Rae on March 25, 2024 at 4:19 pm

    How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments. The post Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today first appeared on Financial Planner Los Angeles. The post Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today appeared first on Financial Planner Los Angeles.

Stay updated and entertained with our latest financial content

Visit www.financialplannerla.com

David Rae, Certified Financial Planner® Accredited Investment Fiduciary®
and fiscal fitness maestro making dollars and sense for more than a decade.

Contact Us Today   »

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 or instrument or to participate in any particular trading strategy. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.

©Copyright 2024 DavidRaeFP.com