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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. Nuts Planet 1 24 T75008 Devastator Victor

 
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Financial Planner LA » Recent Articles

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What changes are coming to Social Security and Medicare for 2019? What you need to know to maximize your benefit.

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The Next Recession is coming Trump or Dump

Is the Next Recession Coming? Better Question is When.

When will the next recession hit? Will Donald Trump cause the next great recession? Should you even care if a recession is coming. This post from Financial Planner LA covers all you need to know.

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3.8% Obamacare Medicare Surtax and How to Avoid It.

High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.

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Avoid Probate In California.

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.

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Fiduciary Financial Advice Does it Really Matter? + Video

For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

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Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer.  For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …

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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 …

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More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.

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How to Get Your Adult Children To Move Out – Video Me Time with Frangela

Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …

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Stock Market Dream

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My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds. My stock market dream for you entails: Sadly I know that when a crash happens (you can define a crash for yourself – some people freak at …

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Last Minute Tax Tips Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11Good Day LA with tax expert David Rae and Araksya Karapetyan and Tony McEwing.

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.

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