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FINANCIALLY FOCUSED


October 2020 Newsletter


708.479.8771
www.dowlingretirement.com
 

 


"A Guide to Getting Your
House In Order"



A Look Inside:
Money represents more than the paper it’s printed on. It may be the embodiment of your time, your talents, and your commitments. It buys the food you eat, the house you sleep in, the car you drive, and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire...

  





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
 

You'll Learn:

  • Social Security Strategies
  • Asset Organization
  • Investment Solutions
  • Legacy Planning

 
 


Illinois Fair Tax

With the upcoming election and the Fair Tax scheduled to appear on the ballot as a legislatively referred constitutional amendment, we’ve received several inquiries from our clients seeking guidance to ensure they are prepared to vote.

If the proposed amendment to the Fair Tax is passed, the Illinois state income tax system will change from a flat income tax to a graduated income tax. We are providing a number of sources below for you to review, so you can make an educated decision as to which way to vote for the amendment:

https://taxfoundation.org/illinois-fair-tax/
https://ballotpedia.org/Illinois_Allow_for_Graduated_Income_Tax_Amendment_(2020)
https://en.wikipedia.org/wiki/Illinois_Fair_Tax
https://www.chicagotribune.com/politics/ct-cb-illinois-pritzker-graduated-income-tax-20200820-g3lrqjqp2ne7rkjxkjammf2ub4-story.html
https://www.illinoispolicy.org/pritzker-fact-check-do-most-other-states-really-have-a-fair-tax/
 

 

Don't Overlook Legacy Planning

You have to be willing to get a little dark to talk about legacy planning. But the sooner you do, the better off you may be.

The lack of a legacy plan can cause chaos and stress for the people who survive us. This topic was the subject of a recent article from Investopedia, “Estate Planning: 16 Things to Do Before You Die.”² The article paints a clear picture of what you should do to make your passing easier on the people you care about. A few of the key points are highlighted here.

Continue Reading Here

 
 

 

Halloween Trivia
1) The first Jack-o-Lanterns were made out of Turnips.

2) Halloween is generally considered to have evolved from the ancient festival Samhain.

3) The practice of trick-or-treating began in the 16th century.

More trivia here!
 
 

 

Is It Time for a Financial Checkup?

After months of continued economic anxiety thanks to the coronavirus pandemic, and with the uncertainty that could continue for the next several months, it may be the perfect time to conduct a financial checkup.

A thorough examination of your finances may help you weather the current economy and position yourself for when the financial landscape improves. It’s not possible to build a financial strategy that has all the answers, but you can aim to build a strategy that positions you to handle chaos and change

Read More Here
 

 



Sweet Potato Chili

Taste the cozy flavors of fall!

Get Cooking
 
1 https://www.amazon.com/Guide-Getting-Your-House-Order/dp/1977971857/ref=sr_1_cc_4?s=aps&ie=UTF8&qid=1508860998&sr=1-4-catcorr&keywords=getting+your+house+in+order
2https://www.investopedia.com/articles/retirement/10/estate-planning-checklist.asp
3https://southfloridareporter.com/mad-hatter-day-was-first-recognized-as-an-official-holiday-in-1988/



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.
 
 
 


Karen Prescia Dowling
© Dowling Legacy & Retirement
19614 S. La Grange Rd. Mokena, IL 60448
Ph: (708) 479-8771
Email: karen@dowlingretirement.com
Web: www.dowlingretirement.com
 

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