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October 13, 2020 By Edward Johnson

What Should Women Entrepreneurs Do to Thrive in the COVID Era?

With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and take charge of their own financial futures by launching a business. Entrepreneurship is one of the most consistent paths to wealth, though it doesn’t come without some pitfalls, particularly in these uncertain times. What can women entrepreneurs do […]

Filed Under: Edward Johnson

October 6, 2020 By Edward Johnson

Business Contingency Planning for Small Business Owners

There comes a point in time when almost every small business owner contemplates the future of his or her business. Because “the business” typically is a substantial asset, an owner must address a number of estate planning issues that will affect the future stability of the company. A business succession plan is a comprehensive look […]

Filed Under: Edward Johnson

October 6, 2020 By Michael Milam

3 High-Net Retirement Savings Mistakes You Want to Avoid

When it comes to retirement savings, the goal is quite simple for most. To accumulate as much wealth as possible so that they are able to retire in comfort and style, while they enjoy the fruits of years of labor. For those with a high-net-worth, being able to maintain their lifestyle into retirement might require a little more […]

Filed Under: Mike Milam

September 29, 2020 By Edward Johnson

How to Protect Your Wealth as You Get Older

As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. As you approach this stage of your life, you need to take steps to protect your wealth. Keep these tips in mind.  1. Shift Toward More Conservative […]

Filed Under: Edward Johnson

September 22, 2020 By Michael Milam

Finding the Right Mortgage for You

If you want to buy property, you almost always need to obtain a mortgage, but these loans aren’t all the same. Different types of situations call for different types of mortgages. How do you choose the right mortgage for your needs? While investigating your financing options, keep the following in mind.   Amount of Downpayment You […]

Filed Under: Mike Milam

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Recent Posts

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Glendale, CA Office

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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