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May 2, 2023 By Michael Milam

3 Ways Life Insurance Can Help Small Business Owners 

Life insurance benefits small business owners and their heirs in many ways, from providing for loved ones to providing financial stability to your company after you’re gone. On our blog we discuss some of the reasons small business owners should carry one or more life insurance policies for their business.

Filed Under: Mike Milam

April 25, 2023 By Michael Milam

Buying an Existing Business

If you’ve ever wanted to become an entrepreneur without starting from scratch, buying an existing business could be your ticket. This guide will help you through every step of the process, so that purchasing your dream business can become a reality!

Filed Under: Mike Milam

April 20, 2023 By Michael Milam

From Riches To Rags In Three Generations: Managing Generational Wealth Checklist

Generational wealth encompasses financial assets with a monetary value. These include investments, real estate, land, cash, collectibles, etc., that are passed from generation to generation. Why does wealth seem to disappear within three generations? Find out on our blog

Filed Under: Mike Milam

March 28, 2023 By Michael Milam

The Tax Benefits of a Backdoor Roth IRA for High Earners

A Backdoor Roth IRA is a strategy that allows people who earn too much to directly contribute to a Roth IRA to still contribute to one indirectly. This strategy takes advantage of a loophole in the tax code that allows individuals to convert their traditional IRA to a Roth IRA, regardless of their income level.

Filed Under: Mike Milam

March 21, 2023 By Michael Milam

Building a Company without Adequate Insurance

You never know when a disaster may strike causing severe damage and disruption to your business operations. In order to manage your risks accordingly, business insurance should be factored into your regular cost of doing business. Check out our blog to learn more about the different types of coverage able to help preserve your business.

Filed Under: Mike Milam

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Recent Posts

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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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