David Rae In the News

Check out this video of David Rae giving financial advice during one of his appearances on the KTLA News.  













Also click here for tips to handle your tax return wisely:  KTLA TAX TIPS WITH DAVID RAE


David Rae latest Financial Planning Advice column for Echelon Business magazine is available here.

"Financial Freedom is Within Reach"

"Roller Coaster Retirement Ride"


 David Rae is a  Financial Planning Huffintton Post blogger.  Click on the HuffPO logo to be taken to his various columns. 

"Safety In Numbers: What You Need to Know About Your Retirement Plan Now"


David is also a regular dispensing invaluable financial planning advice on KFWB 980am on their Money 101 show with Bob McCormack.  




Kiplingers magazine recently featured David Retirement Investing Advice in their piece

  10 Ways to earn 10% return on your investments



The Today Show  and NBC News Business recently quoted David Rae in their piece "How Gay Married Couples Get shortchanged."







Advocate Magazine recently asked David to write a series of columns on Financial Planning issues specifically for the LGBT Community. Click here to reach his latest Financial Advice Columns.

"What Gay Couples Must Know about Social Security"

"Fake it till you make it Life the Real Housewives of Atlanta" -Financial Lessons from Nene Leakes and the cast.

"Unlimited Starbucks Budget"

"Year End Planning Tips for LGBT Married Couples"

"Golden Girls Retirement Plan"

"Love Marriage and Retirement" 

"Are Gays Better with Money?"

"Will Gay Couples' 2013 Tax Bills be Bigger than usual?"

"Coupled Up and Saving Up"

"Downton Abbey, the Financial Lessons"- financial planning tips from the hit series Downton Abbey.  Including, estate planning, investing, and financial compatibility.

The Pro and Con of Gay Marriage for Your Finances - Tips to help you make informed decisions when entering a same-sex marriage.

FILING JOINTLY- Information on how the Supreme Court Striking Down DOMA will affect your wallet.

Tips to Becoming a Financially Savvy Gay-Tip to help you reach your financial goals.

Are Money Worries Causing you to gain weight?

"Gay Divorce Tax" outlining some of the ways the LGBT community is discriminated against in marriage and divorce.

Boot Camp for Home Buyers: Tips to help you make a smart home purchase.

Romney, Buffett, and Financial Victims


David was also recently quoted in the following article by Liz Weston for MONEY.MSN.COM GAY MARRIAGE CAN MUDDLE FINANCES

The Illinois CPA Society included quotes from David Rae on Same -Sex Marriage and Taxes for there Magazine "Insight"


Along with several of financial professionals David Rae was quoted in the Fiduciary News discussing the hidden fees ETrade charges, and controversy around their new ad campaign which began during the Super Bowl.  Finance Pros Sound Off on E*Trade Ad Controversy


He was quoted again in two pieces from Fiduciary News in response to the Frontline Piece title "Retirement Gamble. Part 1  Part 3.  and  Part 4.

also in their piece 3 (Bad) Reasons 401k Investors are Over-Cautious


From the March/April issue of Echelon Magazine David give Financial Advice in regards to Business Owners and 401k Plan Check out Are you Ready to 401k


David Rae recently had an article published in August/September Issue Echelon Business Magazine titled "Be Wealthy, Don't Just Fake it" CLICK HERE TO READ FULL ARTICLE


David Rae was recently honored by Registered Rep magazine as an "Advisor with Heart" at their 31st Annual Altruism Awards. Click here to read their article about David's Philanthropy "David Rae: Racing Against AIDS"

In October 2012 National Planning Corporation Named David Rae the "Advisor of the Month." 

David Rae is truly honored to have been named 2011 Compete Magazine "Athlete of the Year" for his work as a financial planner, as well as his dedication to the the Aids/Cycle and the sport of cycling. Read Full Article. "Selection of David Rae for this award were based on commitment to personal achievement, active participation in an individual or team sport, commitment to supporting and encouraging other in sports specifically commitment to the LGBT community"

David has also been on several Radio Segments for KFWB and KNX both live and as part of their Money 101 Podcasts with Bob McCormack.

New York Business Journal Quoted David discussing the Financial Planning issues facing NFL top draft picks in the piece:

Dear Giants' draftee Justin Pugh : Here's how to not lose your wealth

The Deseret News in Utah, Quoted David in their pieces about retirement and home loans.

Retirement Savings not cathcing  up with  improving economy.

Home No Loan, should you pay off your mortgage early?

Investopedia Quoted David in: "Is your Employer Provided Life Insurance Enough?

The Financial Planning Column penned by David for Echelon Magazine Continues with "Be Advised or Beware" containing many tips in regards to working with a Fee-Based Certified Financial Planner.

David was recently featured on the Cover of Compete Sports Magazine as well as a featured Article about growing with an NFL Quarterback Father. David's Father Mike was a quarterback for USC, the Raiders, Redskins, and Buccaneers. During his career he won both a National Championship as well as Super bowl. Read complete article Here. Full Article

"The Great Recession Happened: Now What?" from the Feb/March Issue of Echelon Business Magazine.


For the December/January issue of Echelon Magazine I wrote a piece :"8 Great ways to Sabotage your financial plan"


This is my column for Echelon Business Magazine from the October/November 2010 issue.

For a direct link to the article click on the Title below, or read feel free to read here.

Other pieces David has been quoted in.
La Times article about David Rae training for the 562 mile Aids Life/Cycle.
Thanks for Reading. Feel free to email me if you would like to be added to my complimentary Investing and Financial Planning newsletter. david.rae@trilogyfs.com

-David Rae CFP®


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Comprehensive Financial Planning often includes services such as  Buy Sell Agreements, Life Insurance, Long Term Care Insurance, 401(K) Rollovers, Profit-Sharing Plans, Roth Conversions, Portfolio Management, Investment Advice, Protection Planning, Key Man Insurance, Personal Pensions to name a few.

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-David Rae CFP®

Vice President of Investments

(310) 756 0600 x7301