California Financial Partners

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February 21, 2023 By Michael Milam

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

It’s never too early to get started on tax preparation, so why not start today? Check out our article on everything you’ll need to be ready for tax season.

Filed Under: Mike Milam

February 16, 2023 By Michael Milam

Business Planning for Continuity

Planning and timely review are the keys to assuring the smooth continuation of a business and providing the needed security for those involved—the owner, his or her family, employees, customers, and even business creditors.

Filed Under: Mike Milam

February 9, 2023 By Michael Milam

Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl

Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies in our latest blog.

Filed Under: Mike Milam

January 31, 2023 By Michael Milam

Beware Scams at Tax Time

Your tax return offers a trove of personal information, and this time of year scammers also prey on your apprehension about paying taxes. If you believe your Social Security number may have been compromised, respond immediately to any IRS notice and go to identitytheft.gov for steps to protect yourself.

Filed Under: Mike Milam

January 24, 2023 By Michael Milam

Financial Planning and Living Globally

The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their profession often takes them to parts of the world they never anticipated. Living globally is a lifestyle that many high-net-worth families, and others, are choosing.

If you are considering living or working globally, meet with your financial professional to discuss your investments before relocating.

Filed Under: Mike Milam

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Recent Posts

  • Outlook 2025: Pragmatic Optimism
  • 2024 Midyear Outlook: Still Waiting for the Turn
  • High-Net-Worth Retirement Planning: How Social Security Fits In
  • Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy
  • Employee Stock Ownership Plans for Executives

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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.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
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If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

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