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November 5, 2023 By Michael Milam

3 Reasons to Review Your Beneficiaries Now

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary designations across all your accounts? Do you know which of your accounts have beneficiary designations and which ones do not?

Filed Under: Mike Milam Tagged With: Beneficiaries, Financial Planning

October 28, 2023 By Michael Milam

5 Helpful Halloween Tricks to Navigating a Scary Stock Market

Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a haunted house. With recession fears mounting, what can investors do to stay the course and escape unscathed? Here we discuss five tricks to help you navigate a scary stock market. 

Filed Under: Mike Milam Tagged With: Financial Planning, Halloween, Stock Market

October 14, 2023 By Michael Milam

A New NBA Season and a Great Time to Review Your Financial Strategy

Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and strategies for staying at the top of the leaderboard in a wholly unpredictable sport. One day you are winning, everything is going great, and the next, you are in a slump, wondering if you will ever get out of it.

Filed Under: Mike Milam Tagged With: Financial Planning, NBA

Recent Posts

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  • 3 Reasons to Review Your Beneficiaries Now

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Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
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.

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