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FINANCIALLY FOCUSED


February 2021 Newsletter


708.479.8771
www.dowlingretirement.com

 

 

5 Situations When You May Want to Pause Retirement Savings

Being financially healthy throughout your journey to retirement is just as important as being financially healthy once you retire.

For that reason and inspired by a recent U.S. News and World Report article,1 let’s explore a few situations when it may make sense for you to stop saving for retirement — temporarily, of course.


Continue Reading Here

 

 

 
National Wedding Month²
 
From as early as the 17th century, the Welsh have had a unique tradition of courtship. A young man would take a single piece of wood and ornately carve it into a spoon. Then he would gift it to the woman he is courting as a token of love and intention. If accepted, the spoon became symbolic of an engagement between the couple. This love spoon also served as a promise that the groom would never let the bride go hungry. Nowadays, love spoons can be purchased. They are also given as gifts for other special occasions, such as christenings and birthdays.
 




Now Available

A GUIDE TO GETTING YOUR HOUSE IN ORDER

 

 

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


You'll Learn:
  • ​Investment Solutions
  • Social Security Strategies
  • Legacy Planning
  • Asset Organization
 

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!

 

 

Your Estate: Have You Looked at These Legal Documents Lately?

If you haven’t prepared certain estate documents, or the ones you have are out-of-date, your intentions could easily become a matter of dispute. The courts might have to make critical decisions regarding your medical care and finances or determine who will receive your assets when you die.

Read More Here

 

 



Raspberry Almond Kiss​

A Sweet Romantic Treat!

Get Cooking

 

1 https://money.usnews.com/money/retirement/401ks/articles/times-to-stop-saving-for-retirement
2 https://listverse.com/2019/01/01/10-unusual-wedding-traditions-fromaround-the-world/

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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