The Best Ways To Avoid Probate In California
Unless you enjoy wasting your family’s time, energy, and money, you should look to avoid Probate here in California. This is a hassle you don’t want to put your heirs through.
Retirement Planning Los Angeles
You have found the Retirement Planning Section of the Financial Planner Los Angeles blog. Whether you are looking for expert advice from a Financial Planner Near Me in LA, or are reading from across the globe were provide you a variety of articles covering LA Retirement Planning topics.
Whether you are just getting started or about to retire you will find useful information on this site. We cover how to maximize your 401(K), how to minimize your taxes. Small Business owners can learn how to slash their tax bills and play catch up for retirement. I write about how anyone can retire a millionaire. Learn how to reduce your retirement planning stress by making smarter financial decisions over time. And when the time comes we will even help you with Social Security Maximization.
Our posts are written with an LGBT Flair but the advice is applicable for anyone who wants to achieve their retirement planning goals faster and easier.
Live For Today, Plan for Tomorrow.
6 Reasons to Only Take Fiduciary Financial Planning Advice
6 Reasons to only hire a Fiduciary Financial Adviser. Do you ever ask yourself: Do I need a Fiduciary Financial Adviser? Los Angeles Wealth Manager David Rae shares 6 Signs you may need to hire a Fiduciary Financial Adviser. How …
Social Security Benefits: 6 Changes You Need To Know About To Retirement Income
Social Security is Changing in 2020, what you need to know this valuable source of retirement income. Written by Financial Planner LA.
Missing an Old Retirement Account? How to Find Lost 401k Money Now
At least once every few months a long-term client brings in a retirement account statement and says, “I forgot I had this retirement account. Can you help me with it?” Sometimes these accounts are tiny but other times they hold …
ABC 7 News- Last Minute Tax Day Tips from Financial Planner LA
Check out these two tax day video segment from ABC 7 News. With Fiduciary Financial Advisor David Rae reporter Anabel Munoz.
Stock Market Forecasts : 5 Reasons to Ignore Them + Video
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
Fiduciary Financial Planner- the True Value of Great Advice
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …
Can You Be Too Smart to Invest Well?
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
RMD Tips: To Maximize Your Retirement Savings
Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.
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.
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 …
Slash Your Tax Bill with these 6 Year End Money Moves
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
The 4 Biggest Los Angeles Retirement Challenges
Are you up for the challenge of saving for a Los Angeles Retirement? Financial Planner LA outlines what you need to know and do.
6 Retirement Planning Lies That Threaten Your Golden Years
6 Retirement Planning Lies that threaten your Golden years. Retirement often thought of as a far-off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning. Here are the 6 Retirement Planning …
Getting the Most Money from Your Social Security Benefits
Your Top 4 Social Security Questions Answered, to make sure you are getting the most from your Social Security Benefits. We all want to make sure we are making the most of our Social Security Benefits. For many Americans, their …
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.
The Million Dollar 401(K) Mistake Too Many People Make
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you it could lower you 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
How to Find Your Financial Independence Level
What is you level of financial independence. What you need to know to have financial freedom and retire early.
10 Great Reasons to Ignore Retirement Planning
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
Fox Business Video What To Know About Early Retirement Packages
This video features LA Certified Financial Planner David Rae on Fox Business with Neil Cavuto and reporter Gerri Willis. As President of DRM Wealth Management, Los Angeles Financial Advisor David Rae has helped numerous people make the best decisions for …
