David Rae

Will you get hit with a big capital gains tax bill when you sell your home? Here's what you need to know about taxes when selling a home.

The more financial freedom you have, the easier it will be to make your money last in retirement. We share 14 financial tips to make your money last in retirement.

If you are age fifty or older you may be wondering if you can still retire a millionaire. The Fun CFP lays out the step to be millionaire and reach financial freedom.

Inheriting a home in California can bring a big windfall. However, recent law changes have made inheriting a home a bit less valuable. What you need to know.

The Pass Through Entity Tax strategy is one of the most commonly missed tax deductions or California Business Owners. Skipping it could be costly.

Is this meal tax deductible? Knowing the answer can help business owners lower thier 2024 taxes and avoid IRS headaches.

You should check out the mega backdoor Roth tax-planning strategy. The huge life time tax savings can improve the health of your retirement income.

Proactive tax planning is a great way to ensure you increase your take-home pay without working more hours or adding more clients. Don't miss the mileage tax deduction.

As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How much could a cash balance plan save you?

Want to stretch your travel spending and get more joy and happiness when traveling? We share 5 tips to bring more financial happiness into your life.

Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the tax drag on your retirement income.

Are you on track for a fabulous retirement by age 60? Here is what you need to do to prepare for an early retirement.

We will have to wait and see how this tariff situation plays out. I'd hate for you to make one of these 8 investing mistakes that could kill your financial security.

The stocks market has dropped into correction territory after Trump announced his draconian Tariffs.. This could create some fabulous tax planning opportunities.

Becoming a multimillionaire is quite simple, but if building life change wealth was easy everyone would be doing it. Here's why you may never become a multimillionaire.

Chase recently announced a huge increase in the Chase Sapphire Reserve annual fee. It's offset by some new benefits that can make the new fee worth it.

The OBBBA is long an complicated, here are 7 strategies for high-income California business owner to minimize their tax this year and beyond.

Here are 5 valuable wealth building strategies to help you actually become a millionaire. How do you plan to build your million dollar net worth?

Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums.

With taxes being one of the biggest expenses facing retirees, it would be crazy to no look for more ways to get tax free retirement income. CFP David Rae shares 7 tips.