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April 6, 2021 By Edward Johnson

Key Considerations as You Start Receiving Social Security Benefits

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do to maintain health insurance after I retire? The answers to […]

Filed Under: Edward Johnson

March 29, 2021 By Edward Johnson

Tips for Growing (and Preserving) Your Family Business

When you’re first starting out with your own business, you’re likely to be focused more on staying afloat than on contingency planning. But as your family business expands and grows, it’s important to ensure that this is done in a sustainable way. Read on for some tips and tricks to consider to grow—and preserve—your family […]

Filed Under: Edward Johnson

March 16, 2021 By Edward Johnson

One Tax Shift Most People Miss in Retirement

See if you can spot the flaw in this couple’s plan: A husband and wife are retiring next month at age 62, with an equal amount saved in retirement and non-retirement accounts (let’s call it $500,000 each). Like most, over their lifetimes they have emphasized higher-growth assets in their retirement accounts (IRAs, 401(k)s, etc.), which […]

Filed Under: Edward Johnson

March 9, 2021 By Edward Johnson

All online, all the time?Technology brings new benefits to hiring a property manager.

Once upon a time, investing in the stock market involved ticker tape and a lot of phone calls. Today, most investors reach no further than their pocket for up-to-the-minute market updates, portfolio valuations, trading capabilities, and analytics. The property management industry is only now beginning to complete a similar transition, and many real estate investors […]

Filed Under: Edward Johnson

March 1, 2021 By Edward Johnson

Re-thinking Your Bucket List

When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are filled with wild adventures like skydiving and scuba diving in the Great Barrier Reef. Bucket list items are the things one plans to do their entire […]

Filed Under: Edward Johnson

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Recent Posts

  • Key Considerations as You Start Receiving Social Security Benefits
  • Key Considerations as You Start Receiving Social Security Benefits
  • Tips for Growing (and Preserving) Your Family Business
  • Tips for Growing (and Preserving) Your Family Business
  • All online, all the time? Technology brings new benefits to hiring a property manager.

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  • Mike Milam
  • The Biggest Mistakes in Financial Planning Series
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Glendale, CA Office

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

Upland, CA Office

California Financial Partners, Inc.
655B N. Mountain Ave,
Upland, California 91786
Tel: 909-296-6600

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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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