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

  • 4 Biggest Tax Strategies Business Owners Need To Know About Now
    by 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.

  • Gays Do it Better – How to Have a Fabulous Gay Financial Planner
    by David Rae on May 30, 2026 at 11:49 am

    Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom. The post Gays Do it Better – How to Have a Fabulous Gay Financial Planner appeared first on Financial Planner Los Angeles.

  • Tax Season Tips From Financial Expert – Spectrum News Video
    by David Rae on April 10, 2026 at 5:05 pm

    Filing your taxes doesn't have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen. The post Tax Season Tips From Financial Expert – Spectrum News Video appeared first on Financial Planner Los Angeles.

  • Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income
    by David Rae on March 19, 2026 at 1:57 pm

    Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k). Making the maximum mega backdoor Roth contribution ... The post Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income appeared first on Financial Planner Los Angeles.

  • How to Transfer California Property Tax Base from Old Home to New
    by David Rae on January 31, 2026 at 2:41 pm

    One of the biggest advantages of owning a home in California is Proposition 13.  This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is ... The post How to Transfer California Property Tax Base from Old Home to New appeared first on Financial Planner Los Angeles.

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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.

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