California Financial Partners

Building Trust Through Expertise & Integrity

  • Company
    • Our Process
      • Components of a Financial Plan
      • Investment Vehicles
      • Your Total Wealth Management Solution
    • Policies
    • Contact
  • Meet the Team
  • Resources
    • LPL Resources
    • LPL Podcasts
    • Outlook Videos
    • CALFP Blog
  • Login

December 6, 2022 By Michael Milam

IRS Increases 401(k) Limit By Record Amounts

As inflation soars, you can now save a lot more for your retirement. Learn more about the new IRS rules on our blog.

Filed Under: Mike Milam

December 6, 2022 By Michael Milam

LPL Financial Research Outlook 2023: Finding Balance

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Filed Under: Mike Milam

November 29, 2022 By Michael Milam

Creating a Legacy of Change through Charitable Giving

The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities and seeking out the guidance of a financial professional could help you become better educated on which type would work for you.

Filed Under: Mike Milam

November 15, 2022 By Michael Milam

Entrepreneurship and Financial Risk: What You Need to Know

Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. Wise entrepreneurs consider their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile.

Filed Under: Mike Milam

November 8, 2022 By Michael Milam

5 Year-End Tax Planning Questions to Ask Your Financial Professional

There are many tax planning moves you can make before December 31 to reduce your owed taxes, but how do you know which ones are available to you? Here are five year-end tax planning questions you may want to ask your financial professional soon.

Filed Under: Mike Milam

  • « Previous Page
  • 1
  • …
  • 14
  • 15
  • 16
  • 17
  • 18
  • …
  • 52
  • Next Page »

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

Categories

  • Edward Johnson
  • Events
  • Mike Milam
  • The Biggest Mistakes in Financial Planning Series
  • Uncategorized

Glendale, CA Office

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

  • Home
  • Meet the Team
  • Our Process
  • Publications
  • Tools
  • Login
  • Policies
  • Fee Schedule
  • Privacy Policy
  • Disclaimers
  • Contact

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:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

Copyright © California Financial Partners, Inc.