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You are here: Home / Publications

March 23, 2024 By Michael Milam

Retirement Planning: A Map to Changes in 2024

As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other things, are set to undergo upward revisions.

Filed Under: Mike Milam Tagged With: Retirement Planning

March 16, 2024 By Michael Milam

Clap for your Clients

Customers are vital to the existence and continuation of small businesses. Without customers utilizing your products and services, your business would cease to exist.

Filed Under: Mike Milam Tagged With: Customers, Small Businesses

March 9, 2024 By Michael Milam

Navigating the 2024 Bond Markets

The close of 2023 witnessed an intense rally in the bond markets, spurred by a resilient U.S. economy and a cooling inflationary environment. The fluctuations in the yield on the 10-year U.S. Treasury throughout the past year have been nothing short of dramatic, reflecting a complex interplay of economic data, Federal Reserve actions, and global market dynamics.

Filed Under: Mike Milam Tagged With: Bond Markets, U.S. Economy

March 3, 2024 By Michael Milam

Managing Your Money: Top Financial Habits for Women Entrepreneurs

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women. A study conducted by Fidelity Investments showed that women are often less prepared for retirement than their male counterparts.

Filed Under: Mike Milam Tagged With: Financial Planning, Women-owned businesses

February 24, 2024 By Michael Milam

How to Plan for a Healthy Retirement 

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing.

Filed Under: Mike Milam Tagged With: Retirement Planning

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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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