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January 17, 2023 By Michael Milam

Critical Business Strategies for Entrepreneurs Preparing for Retirement

When you work for an employer, saving for retirement can be as simple as signing up for a 401(k) plan and making regular contributions, but when you own your own business, preparing for retirement can be more challenging. While pouring decades of your life into your business, you need to make sure you’re also thinking about what will happen when you retire. To leverage your business to help during your retirement, keep the following strategies in mind

Filed Under: Mike Milam

January 10, 2023 By Michael Milam

An Annual Financial ‘To-Do’ List to Help Keep Your Finances on Track

You probably have a few financial goals for 2023, but attempting to implement everything at once can be overwhelming. Here is a month-by-month to-do list to help you pursue your financial goals and keep you on track throughout the year.

Filed Under: Mike Milam

December 27, 2022 By Michael Milam

Countdown To Investing in the New Year: 10 Questions To Ask Yourself

If one of your New Year’s resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year’s Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.

Filed Under: Mike Milam

December 20, 2022 By Michael Milam

Year-End Investment Decisions

Year-end investment decisions may result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits.

Filed Under: Mike Milam

December 13, 2022 By Michael Milam

Enduring Market Volatility With a Financial Plan

Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments. What might you do to survive and even thrive during volatile markets? Having a financial plan—and sticking to it—may help ease your mind during market downturns.

Filed Under: Mike Milam

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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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