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February 18, 2020 By Michael Milam

Marriage Financing for “Generation Xers”

Young adults born between 1960 and 1980, so-called “post boomers” or “Generation Xers,” face a variety of challenges in their quest for financial security—especially those preparing to get married. Some of these challenges are similar to those faced by previous generations, while others are unique to the times. If you are a Generation Xer “on […]

Filed Under: Mike Milam

February 11, 2020 By Michael Milam

Just Married: Newlywed Estate Planning Cheat Sheet

You’re already sharing a life, now it’s time to share some important info to get your matrimonial journey off to a great start. Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect […]

Filed Under: Mike Milam

February 11, 2020 By Edward Johnson

A “Reality Check” for Emerging Families

Steven and Pamela Jackson, both in their late twenties, have been married for five years. Steven is a customer service supervisor for a newspaper distribution company and Pamela works as a receptionist at a large bank. During the early years of their marriage, they enjoyed a lifestyle supported by two incomes. Without children, they were […]

Filed Under: Edward Johnson

February 4, 2020 By Edward Johnson

Marriage: Entering a New Investment Life

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you might consider when embarking […]

Filed Under: Edward Johnson

February 4, 2020 By Michael Milam

10 Ways the Secure Act Will Impact Your Retirement Savings

With the decline of traditional pensions, most of us are now responsible for squirreling away money for our own retirement. In today’s do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there are obviously flaws with the system because about one-fourth of working Americans have no retirement savings at all–including 13% […]

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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