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You are here: Home / Publications

December 13, 2022 By Michael Milam

Enduring Market Volatility With a Financial Plan

Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments. What might you do to survive and even thrive during volatile markets? Having a financial plan—and sticking to it—may help ease your mind during market downturns.

Filed Under: Mike Milam

December 6, 2022 By Michael Milam

LPL Financial Research Outlook 2023: Finding Balance

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Filed Under: Mike Milam

December 6, 2022 By Michael Milam

IRS Increases 401(k) Limit By Record Amounts

As inflation soars, you can now save a lot more for your retirement. Learn more about the new IRS rules on our blog.

Filed Under: Mike Milam

November 29, 2022 By Michael Milam

Creating a Legacy of Change through Charitable Giving

The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities and seeking out the guidance of a financial professional could help you become better educated on which type would work for you.

Filed Under: Mike Milam

November 15, 2022 By Michael Milam

Entrepreneurship and Financial Risk: What You Need to Know

Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. Wise entrepreneurs consider their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile.

Filed Under: Mike Milam

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California Financial Partners, Inc.
700 N. Brand Blvd.
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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. LPL Financial Form CRS.

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