California Financial Partners

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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

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

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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.

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