October 8, 2020

A new twist on an old scam

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Hi Grandma, it’s me

An old scam targeting family relationships is finding new life. Taking advantage of grandparents has a fresh twist.

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The new future of work

It’s been a long time coming, but the major shift we see today in how we work is here to stay. Increased productivity with fewer interruptions? Sounds good to us.

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I had the weirdest dream

Dreams about real estate are not the normal stuff of nighttime slumber. Since there’s nothing normal about this time, it’s another interesting trend.

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It’s already a difficult time but…

Although a person has died, their debts may remain. Who is responsible for paying that debt? Click below to find out.

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BROUGHT TO YOU BY:

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Thomas G. Duffy, CPA/PFS
Partner/ Woodland Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000 Woodland Hills, CA 91367

Tel 818-385-0585
tom@dkllpcpa.com

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Daisy Hom, CPA
Partner/San Diego
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050
daisy@dkllpcpa.com

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.