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

September 11, 2023 By Michael Milam

401(k) Options for Small Business Owners

401k for small business owners

Regardless of the business’s size, small business owners have 401(k) retirement savings plan options that may be suitable for their situation. Business owners must plan for retirement by utilizing retirement savings vehicles that may provide them with common IRS tax savings incentives when funding specific 401(k) options.

Filed Under: Mike Milam Tagged With: 401(k), Small Business Owner

September 4, 2023 By Michael Milam

RMD Relief and Guidance for 2023

rmd relief and guidance

In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The IRS has held off on releasing final regulations so that it can address additional changes to RMDs made by the SECURE 2.0 Act of 2022, which was passed in late 2022. In the meantime, the IRS has issued interim RMD relief and guidance for 2023. Final RMD regulations, when issued, will not apply before 2024.

Filed Under: Mike Milam Tagged With: Inherited IRAs, Retirement Planning

August 28, 2023 By Michael Milam

High-Net-Worth Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does classify people. HNWIs typically have at least $1 million in cash or assets that can be converted to cash easily, which […]

Filed Under: Mike Milam

August 21, 2023 By Michael Milam

A Guide to the Dynamics of Rolling Recessions

Tips to spot opportunities, mitigate risks and establish your financial resilience Over the past year, the global economy has faced a series of rolling recessions – periods of economic decline that impact specific sectors or regions without bringing down the entire economy. This phenomenon, although concerning, is not necessarily as disastrous as it may sound. […]

Filed Under: Mike Milam

August 14, 2023 By Michael Milam

Four Retirement Plan Trends to Watch in 2023

Tips so employers can help employees plan a confident and stable retirement Amidst a backdrop of a volatile market and potential inflationary pressures, these shifts can shape the future of employee retirement planning significantly. Here are four critical trends that deserve attention. Planning for a Volatile Market The volatility of global markets, particularly in the […]

Filed Under: Mike Milam

  • « Previous Page
  • 1
  • …
  • 6
  • 7
  • 8
  • 9
  • 10
  • …
  • 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.