March 4, 2021

A reason to keep saving!

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More small businesses are about to have access to the PPP, more retirement savers are becoming millionaires, and the IRS is providing relief to the Lone Star State after its tough February freeze, plus more in this month’s tidbits.

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An interesting fact and a reason to keep saving!

A record number of retirement savers became millionaires in 2020, according to Yahoo Finance. Financial advice and tax planning services becomes even more important for this group of savers. Check out the chart to see the change from 2017 to 2020.

» Click Here to Read More

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For those struggling small business owners…

In an effort to reach the smallest businesses, the Small Business Administration announced plans to offer Paycheck Protection Program loans to businesses with less than 20 employees and sole proprietors from February 24 through March 9, 2021.

» Click Here to Read More

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A family, career, aging parents and… a pandemic?

Caring for aging parents isn’t easy, especially when you have a family and career responsibilities. The first step to easing the stress is getting organized.

» Click Here to Read More

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To our friends in Texas, there’s some relief.

The IRS is providing relief for the entire state of Texas after February’s winter storms.

» Click Here to Read More

Would you like to discuss any
of these topics in more detail?

BROUGHT TO YOU BY:

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Donna M. Feder, CPA
Partner/ Woodland Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585
donna@dkllpcpa.com

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Thane F. Kelton, CPA
Partner/San Diego
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050
thane@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

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