2 Billion Dollar Powerball Winner: What Should They Do Now Video
Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today
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.
What Is The Maximum Social Security Retirement Income For 2023?
Are Social Security Taxable? What is the maximum amount you can receive from Social Security Retirement? These and you other questions answered by Financial Planner LA.
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.
How to Open A Sep IRA with Self Employment Income
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
How To Know If You Save Money With The Home Office Tax Deduction
Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.
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 …
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 …
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.
Maximize or Spend Your Tax Refund? What is the Smart Financial Move?
Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer. Should you blow …
How to Know Expenses Are Tax Deductible When You Volunteer
I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …
4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
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.
How to Know If You Should Pay Your Taxes with a Credit Card
Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …
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 …
