California Financial Partners

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March 2, 2021 By Michael Milam

How Financial Asset Management May Help Investors Stay the Course

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time outweighs such risks. However, because there are no guarantees, investing assets can be a nerve-wracking experience – especially during periods […]

Filed Under: Mike Milam

February 23, 2021 By Michael Milam

Begin Investing While Young

There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your investment earnings. It is a basic model for growth potential, and the more you invest, the greater the opportunities to […]

Filed Under: Mike Milam

February 16, 2021 By Michael Milam

Optimizing Required Minimum Distributions

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone carries with it tax consequences that are not fixed. Rather, there are a few […]

Filed Under: Mike Milam

February 9, 2021 By Michael Milam

Assessing Your Retirement Resources

How resourceful can you be during your retirement? Determining where your retirement money will come from is an integral part of planning for retirement. Most people draw on three main sources of income: Social Security, employer-sponsored plans, and personal retirement savings. Each offers important resources that can help you fund the lifestyle you seek in […]

Filed Under: Mike Milam

February 2, 2021 By Michael Milam

Key Tax Deadlines for 2021

While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is important to consider that these dates may be subject to change. Below […]

Filed Under: Mike Milam

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Recent Posts

  • How Financial Asset Management May Help Investors Stay the Course
  • Re-thinking Your Bucket List
  • Adding a Personal Backup With a Living Trust
  • Begin Investing While Young
  • Just Married: Newlywed Estate Planning Cheat Sheet

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Glendale, CA Office

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

Upland, CA Office

California Financial Partners, Inc.
655B N. Mountain Ave,
Upland, California 91786
Tel: 909-296-6600

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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.

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