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March 22, 2022 By Michael Milam

Market Volatility Can Stir Your Loss Aversion

Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success may depend less on the structure of your portfolio than on your ability to adapt your behavior to changing economic times. At the very foundation of your financial well-being lies your behavior. In fact, one can plausibly […]

Filed Under: Mike Milam

March 16, 2022 By Edward Johnson

3 Common Social Security Scams and How To Avoid Being Fooled by Them

Targeted scams have become even more popular with the amount of personal information readily available on the internet. Social Security recipients are, unfortunately, targeted by some of the most sophisticated scam artists out there. From phone scams to phishing attempts and intercepted deposits, here are three common Social Security scams and how you might avoid […]

Filed Under: Edward Johnson

March 16, 2022 By Edward Johnson

Invest in Your Financial Education During Financial Literacy Month

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some financial concepts that give you a broader knowledge base from which to make financial decisions. […]

Filed Under: Edward Johnson

March 15, 2022 By Michael Milam

A Guide to Retirement Planning for Doctors

Working in medicine may be challenging, especially with the strain placed on health care professionals throughout the COVID-19 pandemic. Working towards a comfortable early retirement may be a financial goal for some physicians. Here are some suggestions that doctors may use to manage financial independence. Investigate Qualified Retirement Plans Physicians are often subject to complex […]

Filed Under: Mike Milam

March 8, 2022 By Michael Milam

Tax Tips Every Married Couple Should Know

Getting married is a joyous time, but one that comes with numerous considerations. From living arrangements to future goals, marriage may quickly change a lot of things in your life. One thing that may drastically change after your marriage is your tax status. Single filers crossing over to a new tax status may be unsure […]

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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