• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

    In The News:
    Share This:

    Financial Planner LA, David Rae

    David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae


    Financial Planner LA » Recent Articles

    Mansion Tax Could Be Costly for Los Angeles Home Owners

    澳洲幸运10开奖历史记录 澳洲幸运10正规官网开奖 澳洲幸运十开奖直播网站 New Mansion Tax Will Hit Many Los Angeles Home Owners

    Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your home when …

    Investment Capital Gains Rates 2021

    The New Capital Gains Rates For 2023

    To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.

    The Cash Balance Plan the Key to a retirement on the beach

    How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security

    Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.

    California Tax Planning SALT CAP

    California Tax Planning: How To Avoid Overpaying Taxes Via A SALT CAP Strategy

    AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.


    View More Financial Planning Articles


    David Rae In The News


    Financial Planner LA » Trending Articles

    Live Comfortably in Los Angeles

    How much Money to live Comfortably in Los Angeles? True Cost Of Living LA

    True Cost Of Living Los Angeles The Standard of Moolah in L.A.  We all know the cost of living in Los Angeles is HIGH. How much do you really need to afford the cost of living “comfortably” in Los Angeles? …

    Love the Best Gay Financial Planner

    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.

    Stock Market Advice Los Angeles

    Stock Market Advice Los Angeles ABC News with David Rae

    Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run-up in the …

    Warren Buffet Sock Market Risk

    The Difference Between Investment Risk and Stock Market Volatility

    澳洲幸运10 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. …

    How to Build a Million Dollar Net Worth

    First Million is the Hardest How to Build A Million Dollar Net Worth

    So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.

    Capital Gains Rates California Yoga Financial Planner LA

    How Does California Tax Your Capital Gains?

    California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.

    Today Show David Rae Financial Planner LA with Jo Ling Kent

    Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae

    Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …

    Gay Friends Poor - Gay Lifestyle inflation is rampant

    澳洲幸运10 Will Your Gay Friends Make You Poor?

    Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …


    最新澳洲幸运10开奖结果官方 168澳洲10官网历史查询 澳洲10开奖结果官网软件 Disclaimers:

    This 澳洲幸运10 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.

    友情链接: 极速赛车-幸运飞艇-澳洲幸运官方体彩,官网直播开奖结果&全天开奖记录 极速赛车,澳洲幸运,幸运飞艇,飞艇 澳洲幸运5开奖结果查询官网|最新开奖直播视频|2022澳洲幸运五开奖号码 澳洲幸运10开奖历史 澳洲幸运10开奖记录体彩 澳洲幸运10历史开奖结果查询记录,现场直播,168开奖网澳洲10官网正规网站 澳洲幸运5官方开奖结果体彩网 澳洲幸运10官网开奖 澳洲幸运10开官网 澳洲幸运5|澳洲幸运5官网开奖结果app+开奖记录|澳洲幸运5官方开奖结果体彩 澳洲幸运8:澳洲幸运8开奖手机版-开奖结果查询-2022澳洲选八开奖视频 澳洲幸运8手机版开奖结果 澳洲幸运10开奖历史查询 2023澳洲幸运5开奖直播澳洲幸运10开奖历史记录 澳洲幸运10开奖历史