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April 2020 Newsletter




"A Guide to Getting Your House In Order"

Come in for a complimentary consultation and receive an autographed copy of our book!

Visit us today!

Local authors and financial professionals Ron and Karen Dowling reveal strategies to getting your legacy, retirement and income planning in order with their new book!

Order yours today on Amazon!¹


Office News

In the wake of the global pandemic we are experiencing, Dowling Legacy & Retirement has deployed our business continuity plan. For the safety of our associates and the well-being of our clients, we have temporarily moved all business to telecommunication. We are still here to serve you and are very much OPEN for business!

Our associates are as accessible as they ever have been, and have full functionality through email, phone, or virtual conference calls to ensure your legacy and investment goals are addressed and maintained. You can be assured our team will continue to meet your needs uninterrupted and with expediency.

We understand how important your financial and legacy plans are to you. For many of you, capital preservation is paramount to the success of your plans. This may be a prudent time for us to schedule a phone review or re-evaluate your risk analysis by taking our Color of Money Risk Analysis Here!

This tool, along with our guidance, allows you to determine if your investments are properly aligned with your risk tolerance or whether you want to consider rebalancing your accounts.

Our firm is available to support your needs and goals with a commitment to find options and solutions to meet them. Although these are unprecedented times, please know we are here for you!

Be healthy, be well, and we thank you for your business!



Make Tax Season a Little Easier

Tax season is many things to many people — particularly their accounts. But one thing you rarely hear tax season called is “easy.”

A recent article is hoping to make the season a little easier.² Here are a few of the things that you can draw inspiration from.

Continue Reading Here



The Original One Liner³

Before Ma Bell came to town, and long before DSL, it was barbed wire, of all things, that brought rural communities together. A Sears telephone hooked up to barbed wire—miles of which were already conveniently strung along fences—connected far-flung ranches in the recently settled American west.

Without switchboards, without individual lines, and without telephone fees, the barbed wire telephone system became its own social network. Every telephone along the fences would ring at the same time. Each house had its own distinctive ring—two short, one long, for example—and it was considered impolite to listen in on another’s call. Of course, when things got lonely out there on the ranch, there was no guarantee of privacy.

By the 1920s, most of these fence line phones were replaced by formal company systems. Barbed wire fences are still abound today at borders keeping people either in or out. For few decades barbed wired brought people not apart, but together.


How to Use Your Tax Refund for Good

It can be fun to get money back with your tax refund. But that fun can turn into something a little more valuable, and a little more long-lasting, if you use your refund strategically.

Take, for instance, a Roth IRA contribution. If you aren’t maxing out your Roth IRA contribution each year, using your tax refund to do so is a great idea.

Read More Here



April Fools’ Cake

A fun and delicious cake to fool your friends!

Get Baking!





Advisory services are offered by Chancellor Financial Services, Inc a Registered Investment Advisor in the State of IL. Insurance services offered through Dowling Consulting Services, Inc. dba, Dowling Legacy & Retirement, an affiliated company. Neither Chancellor Financial Services, Inc., nor Dowling Legacy & Retirement are affiliated with or endorsed by the Social Security Administration or any government agency.

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