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January 12, 2021 By Michael Milam

What Should California Residents Know About Proposition 19?

On Election Day 2020, California voters narrowly approved Proposition 19 (“Prop 19”), a constitutional amendment designed to change the way that tax assessments can be transferred. Although the amendment covered many different areas, those most likely to benefit from Prop 19 (or notice its changes) are 55-and-older homeowners, the severely disabled, or victims of a […]

Filed Under: Mike Milam

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 Michael Milam

New Year’s Resolutions to Get Your Finances in Order

New Year’s is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances. To make the most of the New Year, keep the following tips in mind. 1. Outline New Goals […]

Filed Under: Mike Milam

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

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Recent Posts

  • What Should California Residents Know About Proposition 19?
  • Tips for Organizing Your Financial Documents
  • New Year’s Resolutions to Get Your Finances in Order
  • The Importance of Financial Wellness
  • To-Do Item for 2020: Beneficiary Reviews for Current Clients

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

Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
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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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