David Rae
Forbes
West Hollywood, CA, United States
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Past articles by David:
How To Shrink High Taxes On Your Required Minimum Distributions
Rules around Required Minimum Distributions are changing in 2023. Here's how you can use tax planning to pay fewer taxes on your retirement income. → Read More
You've Won The Lottery. Now What? 4 Ways To Handle Your Earnings
Financial Planner David Rae shares some guidance for lottery winners and other people receiving large windfall with NBC 4 News in Los Angeles I get excited about all the things we could do to help someone change their life and change their loved ones' lives with his money. → Read More
How Much Salary Should Business Owners Take To Maximize Social Security?
Business Owners Get Hit with Double the Payroll Taxes Before you freak out, this isn’t some terrible tax to hurt business owners. Tax planning can help you find the optimal salary for you as the business owner. → Read More
When Will The Social Security Cost-Of-Living Adjustment Be Announced?
With the bout of inflation hitting American wallets over the past year, the Social Security cost-of-living adjustment could be huge for 2023. When will the COLA be announced? → Read More
How Big Will The Social Security Cost-Of-Living Adjustment Be For 2022
The pain of inflation is often harshest on the budgets of retirees on fixed incomes. Retirees are hoping for a large Social Security Cost of living adjustment. For 2020 the Social Security COLA could be the biggest in decades. → Read More
Can You Afford To Buy That House During This Crazy Real Estate Market?
It may be tempting to rush and get in a bidding war during this crazy real estate market, but is this the best thing for your financial future? Answer these 8 questions to determine house you can afford today. → Read More
How Big Will The Raise For Social Security Recipients Be In 2022?
When you retire, Social Security will likely be a significant portion of your retirement income. How much will you Social Security benefit increase in 2022? → Read More
What You Need To Know At Every Age To Become A Millionaire
You will not likely become a millionaire overnight. For the rest of us, we need to let time and compound interest do their things if we want to retire as millionaires or even multi-millionaires. Here is what you need to do during each decade of your life to stay on track to become a millionaire. → Read More
How To Protect Your Finances During Fire Season
How would you cope if your home burned down? How would you pay this life-altering move? Use the current wildfires as an opportunity to make sure you have the appropriate homeowners' insurance or renters insurance. Protect your family's finances from the devastation a wildfire can cause. → Read More
12 Ways To Make Your Flight More Enjoyable
Want to make flying less painful? We share 12 tips that will make any flight more enjoyable. You may even feel better when you land. → Read More
Six Ways Social Security Will Be Changing In 2020
For many of you, Social Security will be a major part of your retirement income. Which is why you need to know how it is changing in 2020. → Read More
11 Reasons You Will Never Be A Millionaire
Do you dream of becoming a billionaire like Kylie Jenner? Well, you need to become a millionaire first. We cover 11 common financial mistakes that will keep most people from ever becoming a millionaire. Read here to find out how many of these costly blunders you are making, and how to overcome them. → Read More
How The LGBT Community Can Disinherit A Family Member
Progress has been made over the years, but many in the LGBT+ community are still estranged from members of their family. We share some advice for Queer people who wanted to cut someone out your estate. Or for that matter disinherit someone who you just don’t want to get your money when you pass. → Read More
Will Fear Of The Stock Market Leave Gen X Broke At Retirement?
Fear of the stock market may lead to you being broke in retirement. Without investing in the stock market most people will have a hard time generating an income stream in retirement that will last. Will avoiding stocks cause you to run out of money in retirement? → Read More
Are You Getting Hit With This Hidden Credit Card Fee?
Are you getting hit with hidden credit card fees when you travel abroad? What these fees are, and how you can avoid them. Stretch your travel dollars by getting the most value from your spending and avoiding this annoying and unnecessary fee. Travel Expert and Financial Planner explains. → Read More
8 Levels Of Financial Freedom
Achieving financial freedom can seem impossible. Fiduciary Financial Planner David Rae outlines the levels of financial freedom, to help you get started improving your finances today and taking the steps to retire early and achieve financial independence. What you need to do now to get started. → Read More
Is Healthcare The Biggest Hurdle To Financial Independence?
Would you believe Healthcare is the number one hurdle keeping people from achieving financial freedom? You may be dreaming of an early retirement, we cover how to get there and more importantly how to maintain financial independence. Don't let medical expenses ruin your financial security. → Read More
How To Choose The Right Tax Filing Status
Which tax filing status should you use? Are you head of household? Single? Married Filing Separately? Or Married Filing Jointly? Understanding the various tax filing statuses and how to choose the best tax status for your family. → Read More
How To Lower Your Taxes And Spark Joy By Tidying Up With Marie Kondo
Do you want to get some of the clutter out of your house? Would you like to pay less in taxes? Tidying Up with Marie Condo may hold the key to a happier life, tidier house and more money in your pocket at the end of the day. We share how to pay the least taxes while getting your home organized. → Read More
Five Financial Moves To Make In Your Twenties
These are the essential 5 money moves you need to make in your twenties to set yourself up for financial success. If the goal is to have a happier life and work towards financial independence follow this great advice from a Certified Financial Planner. → Read More