David Rae is an Award-Winning Financial Planner, CFP® Board Ambassador, 6x Investopedia Top 100 Advisor. Helping Friends Of The LGBTQ+ Community Live Happier, Healthier, And Wealthier Lives.
Wealth Management magazine honored David Rae with their coveted “Advisor with Heart”
Study Reveals Nearly 5% Value From Working With A Financial Advisor
New research from Russell Investments finds disciplined behavior, tax‑smart planning and diversified allocation can add 4.92% in annual value for high‑net‑worth investors.
11 Tax Planning Strategies Every High Income Gay Couple Need In 2026
The more money you make the more valuable tax planning is. Gay couples make more on average than others. Gay financial planner shares 11 tax planning tips for 2026.
IRMAA: Will Your Retirement Income Increase Your Medicare Premiums?
Did you know that Medicare Premiums are income based? The more you make the more you pay. How to avoid IRMAA jacking up your Medicare premiums in retirement.
How To Use A Mega Backdoor Roth For Maximum Tax Free Retirement Income
If you are worried about taxes in retirement, you aren't alone. The Mega Backdoor Roth may help you reduce the risk of taxes ruining your retirement.
How The Buy, Borrow, Die Strategy Helps The Wealthy Cut Taxes
Learn how the buy, borrow, die strategy lets wealthy investors access cash, manage taxes and use securities‑backed credit lines without selling assets.