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FINANCIALLY FOCUSED

April 2021 Newsletter

708.479.8771
www.dowlingretirement.com

Tax season is here!

Although 2020 presented many of us with a variety of unique circumstances, we can finally put it all behind us after completing one final task: file our 2020 taxes. But before you file, it's important to note key changes and clarify deadline extensions. We’ll highlight many of the changes for the upcoming tax season throughout this article.

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Gift vs. Inheritance: Consider the Tax Difference

Most people do not pay income tax on assets they inherit, but if they later sell inherited assets such as appreciated securities and real estate, they may owe tax on the capital gains. The capital gain or loss is the difference between the selling price and the asset's basis.

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Mozart the Prankster¹

Apparently, Mozart had an extreme dislike for the soprano opera singer Adriana Ferrarese del Bene. She had a strange tendency to drop her chin and throw back her head while singing low and high notes respectively, and knowing this, Mozart chose to fill her showpiece aria (“Come scoglio”) with constant harmonic leaps. Presumably he took great pleasure in watching her bob her head “like a chicken”.

Retirement Advice for Those Nowhere Near Retirement

It’s valuable to share insights and information with everyone who is on their journey to retirement — but it can be easy to focus more on those who are closer to retirement instead of earlier in their careers.

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Feta-Brined Chicken Sandwich

Enjoy spring with a quick and easy sandwich!

Get Cooking!

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!

Like us on Facebook or follow us on Instagram!

Did you know that Dowling Legacy & Retirement is on social media? Stay up-to-date on valuable market and industry news.

¹https://www.operaomaha.org/blog/did-you-know-cosi-fan-tutte-edition

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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