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    Gay Financial Planning Articles


    Gay Money Matters is the place to find all the top news about Queer Financial Planning for the LGBT Community.

    The Gay Money Matters section of Financial Planner LA is written by David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™ who is one of the leading voices of Queer Money writing LGBT Specific Financial Planning articles regularly for the Advocate Magazine as well as the Queer Voices section of the Huffington Post

    The LGBTQ community has earned our right to marriage, but all the same, our financial situations are unique and we deserve fiduciary financial advice as fabulous as we are as a community.  Whether you are just starting out or already retired you will find LGBT financial articles to help you make smarter financial decisions and improve your gay financial life.

    Make sure to join the Fiscally Fabulous Newsletter to stay up to date on the LGBT financial news. #lgbtfinance

    We are here to help everyone in the LGBTQ+ community should be living their happiest, healthiest, wealthiest lives. Why settle for anything less than the best gay financial advice?

    Queer Financial Planning about helping you live your happiest, healthiest and wealthiest life.

    Live for Today, Plan For Tomorrow.  Always remember Gay Money Matters.

    David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™

    President / Founder DRM Wealth Management, LLC

    Best Palm Springs Financial Planner For You: Video

    Palm Springs financial planner for you David Rae offers tax planning, retirement planning and investment planning. He wants your life to be better because he is in it.

    Best Los Angeles Financial Advisor For You: Video

    You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.

    How High Income Gay Couples Avoid The Marriage Tax Penalty

    Tax planning is a major part of LGBTQ Wealth Management. Gay financial advisor David Rae outlines how to minimize the pain of the gay marriage penalty.

    Gay Tax Planning Strategies You Need Today

    4 Valuable Tax Planning Strategies Gay Couples Need To Utilize For 2022 Tax Season. Two of my good friends just got gay married (or as we call it in real life “Married”), and of course, they asked me what this …

    How the LGBT Community Can Retire Early and Fabulously

    This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom.  Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.

    Apple Stock For Apple Employees: How To Maximize Employee Stock Options

    If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses.  Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …

    The New Fabulous Retirement Grace and Frankie-Style

    Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …

    Kathy Griffin Net Worth May Suprise You

    Kathy Griffin is widely known for her self-deprecating humor about her life on the D-List. That is why some may be shocked to learn that the A-List comedienne is amazing with money. You might even be shocked by the net …

    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.

    How To Become a Financially Savvy Gay

    Gay Financial Planning can be fun and fabulous. It can also help you become a more financially savvy gay. Keep reading the post from the gay CFP David Rae.

    How Love And Marriage Will Change The Perfect LGBT Retirement.

    With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.

    Gays Do it Better – How to Have a Fabulous Financial Planner

    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.

    Gay Financial Planner – Right for You?

    Are you looking to get the absolute best financial advice? Would you better off working with the best gay financial planner? Yes, LGBT financial planning is different, read more to find out how.

    11 Tips For Fabulous Gay Financial Happiness

    Gay Financial Planning is a real thing. At financial planner LA we help you have a happier and wealthier life. Here are 10 tips for Financial and Gay Happiness

    LGBT Newlyweds Guide to Money

    The LGBT Newlyweds Guide to Money, Love and Fiscal Fabulousness. Los Angeles Financial Planner walks you through the must-know tips to get on the same page financially as your spouse.  As a Gay Financial Advisor in West Hollywood and Palm …

    Will the LGBT Community Ever Be Able to Retire Well?

    Will retirement be better or worse for the LGBT Community? While the LGBT community is benefiting from increasing financial prosperity and legal recognition, many economic challenges hit us harder than they do for straight citizens. Like everyone else, we are …

    6 Tax Planning Moves Gay Couples Need To Make Now

    LGBT couples face a unique set of Tax Planning Challenges. We share 6 tips to help gay couples lower their taxes before year end.

    3 Best Ways to Cash in on Life Insurance for Retirement

    Should Cash Value Life Insurance be part of your retirement income plan? Financial Planner LA explains what you need to know.

    Social Security for LGBT Couples, What You Need to Know Now!

    Social Security Planning is new for Gay Couples. What the LGBTQ community needs to do to get the Maximum Social Security benefits in retirement.

    How to be Fiscally Fabulous the Gay Way? Gay Financial Planner Explains

    We all want to be Fiscally Fabulous, top LGBT Financial Adviser David Rae outlines the top 5 tips to show you HOW TO BE FISCALLY FABULOUS the Gay Way. It’s not just a problem for gay people but when consumerism …

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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.