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June 8, 2021 By Edward Johnson

Financial Planning After Losing a Spouse

Losing a spouse, whether through death or divorce, can be devastating both emotionally and financially. The loss can take months or even years to adjust to since there is no way to prepare for death or divorce despite having discussed contingencies with each other or their financial professional. When it comes to financial decisions,some things […]

Filed Under: Edward Johnson

June 1, 2021 By Edward Johnson

The Great Wealth Transfer: Is Your Family Prepared?

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest generation, currently controlling 70% of the disposable income in the United States. It is imperative […]

Filed Under: Edward Johnson

April 30, 2021 By Edward Johnson

Lifestyle Tips & Tricks for Health & Fitness in Your Later Years

Staying healthy and fit is crucial at every stage of your life. As you get older, the impact of wellness often becomes clearer, but it can also become more difficult to maintain. With age, factors ranging from time conflicts through physical restrictions can come into play and impact wellness ability. But since staying healthy may […]

Filed Under: Edward Johnson

April 30, 2021 By Edward Johnson

5 Investment Considerations for Small Business Owners

If you’re a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans. We’ve outlined five key differences for your consideration: 1. Diversifying outside your own industry Small business owners […]

Filed Under: Edward Johnson

April 30, 2021 By Edward Johnson

Preserving Your Wealth through a Chronic Disease

If you’ve been diagnosed with a chronic disease, you’re not alone. According to the CDC, 6 in 10 adults in the U.S. have a chronic disease, while 4 in 10 live with two or more.1 With such a large percentage of the population affected by major health concerns, online advice about preserving wealth through chronic […]

Filed Under: Edward Johnson

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Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

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California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. LPL Financial Form CRS.

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