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.
Three Investing Mistakes to Avoid, They Will Cost You A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
The Difference Between Investment Risk and Stock Market Volatility
Financial Savvy: Investment Risk vs. Stock Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. …
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 …
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 …
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 …
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 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.
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 …
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 …
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, …
You’re 50 – Now is the time to Get Serious About Retirement Planning!
Going on Fifty Facing Retirement. What should I do now? Where do you go from here? LA Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points …
How to Lower Your LA Retirement Planning Stress
Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. At Financila Planner Los Angeles we are here to show you how to make the retirement planning process less stressful. Does thinking …
Boot Camp for Smart Home Buyers- Get Yourself Ready NOW!
The housing market is hot these days. How to get ready to buy the home of your dreams without wreaking havoc on your finances.
6 Inherited IRA Mistakes That Will Crush Your Inheritance
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
ABC Video – Stock Market Tumbles What to do Now?
The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History. By the time we are posting this, the stock market has jumped back quite a bit. Hopefully, you …
What You Need to Know About Your Retirement Plan Now
Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.
Golden Girls Retirement Plan: Part 1
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
The Myth of Gay Affluence Not Everyone is Fabulously Wealthy
Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …
