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July 11, 2023 By Michael Milam

LPL Research’s Midyear Outlook: The Path Toward Stability

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Filed Under: Mike Milam

July 11, 2023 By Michael Milam

4 Ways Wise ‘Olderpreneurs’ Can Use Their Age to Their Advantage 

Age plays a role in many aspects of life, and business is no different. Unfortunately, many have a perception of youth being something essential when it comes to succeeding in business. However, history has shown that this is hardly the case. In fact, in many examples, the older generation has an edge over younger workers, including those trying to tackle the world as entrepreneurs. So if you fancy yourself an ‘olderpreneur,’ below are a few ways you can use your age to your advantage in the always competitive business world.

Filed Under: Mike Milam

July 6, 2023 By Michael Milam

Small Business and Insurance: What Do You Really Need?

While you have much to attend to with the day-to-day needs of your business, insurance considerations are equally important. However, it can be challenging to know which types of insurance exist and whether they should become part of your financial plan.

Filed Under: Mike Milam

July 5, 2023 By Michael Milam

Paving Your Road to Retirement

Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement

Filed Under: Mike Milam

June 27, 2023 By Michael Milam

Designing a Benefit Package for Your Small Business

The best benefits are those that meet the needs of your employees. Before making any assumptions, solicit ideas from your employees and then conduct a survey to see what benefits they value the most.

Filed Under: Mike Milam

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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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