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December 8, 2020 By Edward Johnson

Business Succession Planning

When developing a succession plan for yourbusiness, you must make many decisions. Shouldyou sell your business or give it away? Should youstructure your plan to go into effect during yourlifetime or at your death? Should you transfer yourownership interest to family members, co-owners,employees, or an outside party? The key is to pick thebest plan for […]

Filed Under: Edward Johnson

December 1, 2020 By Michael Milam

How to Evaluate a Charity and Whether to Donate

Responsible giving doesn’t only involve making sure to help those in need, but also ensuring that you perform your proper research by evaluating the charity. Proper evaluation will help you to make sure that your funds are being used in the way you wish them to be and can help you leave the impact you desire. […]

Filed Under: Mike Milam

November 24, 2020 By Michael Milam

Prepare for Long-Term Care Before the Need

Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do things such as bathe, dress or eat without help. These are three of the six most commonly listed […]

Filed Under: Mike Milam

November 24, 2020 By Edward Johnson

4 Reasons to Do Your Shopping on Small Business Saturday

When Thanksgiving rolls around, the holiday shopping season comes into full swing. While many people prepare their strategy for Black Friday shopping, a lot of them forget about the second shopping holiday that weekend: Small Business Saturday. Small Business Saturday is the day you are supposed to look to your smaller area shops to find […]

Filed Under: Edward Johnson

November 17, 2020 By Michael Milam

How Entrepreneurs Can Stay Nimble in the COVID Era

When one door closes, another opens—and entrepreneurs who keep this mantra in mind are more likely to remain on top once the world has moved beyond the novel COVID-19 pandemic. What can business owners and other entrepreneurs do to adapt to a consistently shifting set of circumstances? Identify and Adapt to New Market Needs COVID-19 […]

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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