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January 19, 2021 By Edward Johnson

Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), […]

Filed Under: Edward Johnson

January 12, 2021 By Edward Johnson

Tips for Organizing Your Financial Documents

In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents, service records, and paid bills in a format that will allow you to easily access information when you need it. What steps can you […]

Filed Under: Edward Johnson

January 5, 2021 By Edward Johnson

The Importance of Financial Wellness

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it’s a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.  So, what is financial wellness and why […]

Filed Under: Edward Johnson

December 22, 2020 By Edward Johnson

To-Do Item for 2020: Beneficiary Reviews for Current Clients

Many clients may fastidiously plan the path they want their assets to take, but not give their beneficiary information the attention it needs and deserves. Designating the best beneficiaries is essential for proper asset planning, and investors should periodically re-visit this information to make certain it still meets their needs. It’s not the most pleasant conversation topic, […]

Filed Under: Edward Johnson

December 15, 2020 By Edward Johnson

Charitable Giving and Donating Toys

As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children. If you’re thinking about donating toys this holiday season, here is what you need to know.  Charities That Accept […]

Filed Under: Edward Johnson

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Recent Posts

  • Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
  • Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
  • What Should California Residents Know About Proposition 19?
  • Tips for Organizing Your Financial Documents
  • New Year’s Resolutions to Get Your Finances in Order

Categories

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

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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