David Rae - Profile and Journalist Details
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David Rae
Verified
Contributor, Forbes
Beats
Biography
David Rae has been a Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003. Based in Los Angeles, David 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. To read more visit David Rae's Blog www.financialplannerla.com In addition to his regular columsn for Forbes.com, David is a featured financial columnist for The Advocate magazine as well as an in-demand interviewee for quotes and insights. To engage and intrigue his readers, he frequently references both high and pop culture to illustrate how money, attitude and behavior influence each other, whether for good and for ill. David is no stranger in front of the camera either, having been interviewed for numerous segments on NBC, ABC, KTLA, CBS and KCAL News. In 2011, the wealth management trade organization's Registered Rep magazine honored David with its “Advisor with Heart” award for his inspired work with AIDS/Lifecycle. An avid cyclist himself, he has completed the ride seven times and founded Team Popular in 2008 which has thus far raised over a million dollars for the cause. David is a graduate of the University of Redlands with a B.A. in Business and Theater. Today, he lives in West Hollywood with his wonderful husband and their two chihuahuas.
technology, Science Entrepreneurship, FinanceBusiness, and Innovation.
Content
By David Rae|ForbesVerifiedIgnoring the crisis du jour (Trump's Tariffs Induce Stock Market Meltdown) will be nearly impossible for anyone to ignore. It is dominating the news cycle and driving up prices of things you buy every day, like groceries. You may not notice bananas costing a few cents more per pound, but you will surely feel the pain of a "Tariff Fee" line item when you purchase your next car.
By David Rae|ForbesVerifiedWhether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone who has been helping people plan for retirement for several decades, I've met many looking to retire by the age of 60 or, if possible, sooner. Keep reading as we share some of the steps needed to retire by the time you reach your 60s. How Much Money Do You Need To Have Saved To Retire At Age 60?
By David Rae|ForbesVerifiedTax Day is just around the corner. The deadline to file your 2024 taxes is April 15, 2025. If you cannot complete your taxes by the deadline, you can request an automatic six-month extension to file your taxes. The deadline to apply for a tax extension also falls on April 15. With all the turmoil at the IRS these days, I'd rather see you take the time (on extension) to file your taxes properly rather than rushing and having to amend your taxes later.
Company Info
Forbes
United States