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

March 14, 2023 By Michael Milam

Thinking About Working in Retirement? Here’s What to Consider

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Learn how this decision could impact things like your Social Security payments, pension, and health benefits.

Filed Under: Mike Milam

March 7, 2023 By Michael Milam

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. On our blog we discuss a few tips and tricks to consider to grow—and preserve—your family business.

Filed Under: Mike Milam

February 28, 2023 By Michael Milam

Executive Compensation: Equity Compensation for Corporate Executives

While equity compensation might be the ideal way to entice sought-after talent, the process comes with both risks and rewards for employers, and employees, which should be taken into consideration before a decision is made.

Filed Under: Mike Milam

February 21, 2023 By Michael Milam

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

It’s never too early to get started on tax preparation, so why not start today? Check out our article on everything you’ll need to be ready for tax season.

Filed Under: Mike Milam

February 16, 2023 By Michael Milam

Business Planning for Continuity

Planning and timely review are the keys to assuring the smooth continuation of a business and providing the needed security for those involved—the owner, his or her family, employees, customers, and even business creditors.

Filed Under: Mike Milam

  • « Previous Page
  • 1
  • …
  • 11
  • 12
  • 13
  • 14
  • 15
  • …
  • 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.