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March 21, 2023 By Michael Milam

Building a Company without Adequate Insurance

You never know when a disaster may strike causing severe damage and disruption to your business operations. In order to manage your risks accordingly, business insurance should be factored into your regular cost of doing business. Check out our blog to learn more about the different types of coverage able to help preserve your business.

Filed Under: Mike Milam

March 14, 2023 By Michael Milam

What You Should Know About the SECURE Act 2.0

Do you know if the Secure Act 2.0 impacts you or your financial and retirement goals? Read our blog for a helpful overview of important information to know about the SECURE Act 2.0.

Filed Under: Mike Milam

March 14, 2023 By Michael Milam

What Does The SECURE Act 2.0 Mean For Small Businesses?

The SECURE Act 2.0 was signed into law on December 29, 2022, which will work to close the retirement savings gap with over 90 new retirement provisions. The bill includes a few specific changes that are significant for small businesses.

Filed Under: Mike Milam

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

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Recent Posts

  • Building a Company without Adequate Insurance
  • What You Should Know About the SECURE Act 2.0
  • What Does The SECURE Act 2.0 Mean For Small Businesses?
  • Thinking About Working in Retirement? Here’s What to Consider
  • Tips for Growing (and Preserving) Your Family Business

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Glendale, CA Office

California Financial Partners, Inc.
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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.

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