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April 21, 2024 By Michael Milam

High-Net-Worth Retirement Planning: How Social Security Fits In

As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the role of Social Security benefits. Understanding how Social Security fits into the retirement picture can be crucial for those with significant wealth as […]

Filed Under: Mike Milam, Uncategorized

April 14, 2024 By Michael Milam

Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy

April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental well-being. Here are some of the […]

Filed Under: Mike Milam, Uncategorized

April 8, 2024 By Michael Milam

Employee Stock Ownership Plans for Executives

Employee Stock Ownership Plans (ESOPs) have emerged as a popular mechanism for companies to foster employee ownership and align the interests of employees with those of shareholders. For seasoned executives, considering participation in an ESOP entails a careful evaluation of the potential benefits and risks involved. Benefits of ESOPs for Seasoned Executives Ownership and Alignment […]

Filed Under: Mike Milam, Uncategorized

February 2, 2024 By Michael Milam

Avoidable Mistakes for the Suddenly Wealthy

Tips to help your wealth have a legacy that lasts beyond a lifetime. The allure of sudden wealth is enchanting. It’s the narrative that has inspired countless rags-to-riches tales, propelling ordinary individuals into the financial stratosphere overnight. But the golden glow of prosperity often casts a shadow of financial pitfalls. From sports stars to startup […]

Filed Under: Mike Milam, Uncategorized

November 2, 2023 By Michael Milam

Bacon-Wrapped Sweet Potato Bites

A Low-Carb Appetizer for Thanksgiving Get-Togethers Ingredients Directions Source: Taste of Home Bacon-Wrapped Sweet Potato Bites Recipe: How to Make It (tasteofhome.com)

Filed Under: Uncategorized

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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

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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. LPL Financial Form CRS.

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