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November 19, 2021 By Edward Johnson

New Year, New Goals: Your Countdown to Financial Health

For many people, a new year provides a new start—and nothing says “new start” like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year’s resolutions […]

Filed Under: Edward Johnson

November 19, 2021 By Edward Johnson

A Season of Giving: 5 Different Ways To Give During the Holidays

With the holidays here, now is the time to get into the giving spirit and help to change others’ lives for the better. Whether you are looking to make a difference in a specific person’s life or the life of many, there are many ways to give this holiday season. Here are some different ways […]

Filed Under: Edward Johnson

November 15, 2021 By Michael Milam

Spotlighting Women-Owned Businesses on Women’s Entrepreneurship Day

Celebrated on November 19th, Women’s Entrepreneurship Day was established by Women’s Entrepreneurship Day Organization (WEDO) in 2013 to bring awareness to the hundreds of millions of women and girls living in poverty and to help empower each and every woman in the world.

Filed Under: Mike Milam

November 8, 2021 By Michael Milam

Charitable Giving- Good for Your heart and your 1040!

It may be better to give than to receive, but it may be even better to give and see your generosity rewarded. Charitable giving can play a valuable role in your financial and tax strategies. A well-planned gift to charity could provide an income tax deduction and a reduction of estate taxes. Your donation could also help you maintain financial security, exercise control over assets both during your lifetime and after death, as well as provide for your heirs in the manner you choose.

Filed Under: Mike Milam

November 1, 2021 By Michael Milam

How AB 150 Can Benefit California Businesses

California recently joined several other states by enacting a legal workaround for the $10,000 limitation on state and local tax (SALT) deductions.1 This $10,000 limit was part of the Tax Cuts and Jobs Act of 2017 and had a major impact on taxpayers in states with high tax rates and incomes to match.2 But with […]

Filed Under: Mike Milam

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California Financial Partners, Inc.
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Glendale, California 91203
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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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