California Financial Partners

Building Trust Through Expertise & Integrity

  • Company
    • Our Process
      • Components of a Financial Plan
      • Investment Vehicles
      • Your Total Wealth Management Solution
    • Policies
    • Contact
  • Meet the Team
  • Resources
    • LPL Resources
    • LPL Podcasts
    • Outlook Videos
    • CALFP Blog
  • Login
You are here: Home / Publications

March 3, 2020 By Michael Milam

A Financial Literacy Guide for Women

While millennial women are breaking cultural norms and diving into entrepreneurship headfirst, baby boomers are often more reluctant to take the risks of their younger colleagues. In fact, on a whole, women invest 40 percent less[1] than men and own just 39 percent[2] of privately held firms. This is despite the fact that women consistently […]

Filed Under: Mike Milam

March 3, 2020 By Edward Johnson

Tips for Managing Debt and Credit

Credit was once defined as “Man’s Confidence in Man.” But in fact, the definition of credit today is more like “Man’s Confidence in Himself.” Using credit today means you have confidence in your future ability to pay that debt. Forty years ago, your parents may have paid cash for their homes and their cars, a […]

Filed Under: Edward Johnson

February 25, 2020 By Michael Milam

When Marriage Ends in Divorce or Separation

The end of a marriage is also the beginning of a new financial life. Reconsidering your financial arrangements — whether or not your income will be reduced — should be a priority as you adjust to your new circumstances. Some of the major issues that may require your attention are discussed below. Retirement Issues The […]

Filed Under: Mike Milam

February 20, 2020 By Edward Johnson

What You Need to Know About the Secure Act

The largest overhaul to retirement plans since 2006 is complicated The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President Trump on the days leading up to Christmas. Incorporated into a […]

Filed Under: Edward Johnson

February 18, 2020 By Edward Johnson

Remarriage: Altering Your Financial Plan to Meet Your Needs

In previous generations, husband’s traditionally handled the family finances. While this arrangement may have worked well during the husband’s lifetime, the consequences of the wife’s lack of involvement in the family’s finances often became clear after her spouse died. Today, more women are actively directing the outcome of their personal finances, and for good reason. […]

Filed Under: Edward Johnson

  • « Previous Page
  • 1
  • …
  • 65
  • 66
  • 67
  • 68
  • 69
  • …
  • 73
  • Next Page »

Recent Posts

  • Outlook 2025: Pragmatic Optimism
  • 2024 Midyear Outlook: Still Waiting for the Turn
  • High-Net-Worth Retirement Planning: How Social Security Fits In
  • Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy
  • Employee Stock Ownership Plans for Executives

Categories

  • Edward Johnson
  • Events
  • Mike Milam
  • The Biggest Mistakes in Financial Planning Series
  • Uncategorized

Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

  • Home
  • Meet the Team
  • Our Process
  • Publications
  • Tools
  • Login
  • Policies
  • Fee Schedule
  • Privacy Policy
  • Disclaimers
  • Contact

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.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

Copyright © California Financial Partners, Inc.