May 6, 2020
Where does it all go?
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| Where does it all go?
Money comes and money goes but tracking that takes discipline and perseverance. However, in these times of upheaval and uncertainty, that knowledge allows you to make the best use of your money.
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| What’s in your estate plan?
Even with the daily turmoil taking place around us, don’t lose sight of the importance of keeping your estate plan up to date. Having everything covered provides you and your heirs with financial confidence.
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| Where do we start?
Businesses are overwhelmed with issues they’ve never encountered before. How to successfully get through this time requires good information and comprehensive planning.
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| Take advantage of uncertain times
With children home from school, it’s a perfect time to teach them things they wouldn’t learn in a classroom. Financial literacy is one of the most important lifelong lessons they will ever learn.
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| Beware!
Scammers never stop trying to find new ways to separate you from your money. The coronavirus is no exception, so you need to be aware of what they’re trying to do now.
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BROUGHT TO YOU BY:
Joshua J. Bodenstadt, CPA
Partner
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485
Tel 858-642-5050 x2045
[email protected]
Kristopher Lindley, CFP®
Private Wealth Advisor
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130
Tel 619-550-4619
[email protected]
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| DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills
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| DK Wealth Management LLC and Integrated Financial Partners do not offer legal advice or services.
Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Joshua J. Bodenstadt is a solicitor to Integrated, compensated for solicitor services. Joshua J. Bodenstadt does not provide investment advice. Joshua J. Bodenstadt is not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.
TThe information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.
The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. |
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