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January 2021 Newsletter




Stay prepared so you can be ready for whatever happens in life!

If 2020 taught us one thing, it is to “expect the unexpected”. The New Year is a fantastic time to reevaluate your needs and overall financial plan. Situations change and with change comes growth through adaptation. Whether because of external circumstances or reasons of our own, many of us may have strayed off of our financial path this year. There’s no better time than the New Year to refocus and realign your vision.

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What To Do When Retirement Is Right Around The Corner

If you’re like many people, the majority of your retirement strategy has been in planning and doing over decades. But what about when you’re almost ready to retire? Your strategy is likely to change.​

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The Berner Street Hoax¹

At around 5am there was a knock on the door of 54 Berners Street, London. It was a chimney sweep, but the maid suggested he had the wrong house. A few moments later another sweep arrived, then another until the exasperated maid had sent away 12 in total. Next came the cake makers carrying wedding cakes. Vicars and priests arrived to minister last rites. By now the streets were clogged, aided by the arrival of fishmongers, boot-makers, shoemakers, haberdashers, hatmakers, butchers’ boys and a queue of pianos.

Opposite 54 Berners Street stood Theodore Edward Hook. Hook had just won a bet: that, within a week, he could transform any house in London into the most talked-about in the city. He had sent out 4,000 orders or requests, to tradesmen, professionals and dignitaries, requiring them to present themselves at Mrs. Tottenham’s. In the process he brought a large part of London to a stand-still and triumphantly won his wager.

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A Look Inside:

You might have desires during retirement, such as traveling, purchasing property, or moving to be closer to your family (or farther away). You may also want your assets to provide for your loved ones after you are gone. The truth is that it takes more than just money to fulfill those needs and desires. Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You.


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

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!



Why Family Business Show Have Succession Plans

The family drama surrounding an aging media mogul and his unresolved succession plans are at the center of a hit television show.

In fact, only 18% of family businesses have a documented and communicated succession plan in place.² Much like the fictional billionaire in “Succession,” some leaders avoid the issue because they love running their businesses and don’t want to stop any time soon.

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Almond Flour Brownies

A Gluten Free Treat.

Get Cooking!
​2 US Family Business Survey, PwC, 2019

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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