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May 2021 Newsletter




Taxes are due soon!

Don’t forget - the deadline to file your individual taxes is May 17th, 2021. If you still need assistance in filing please contact Dowling Legacy & Retirement’s affiliate company, Sterling Tax Pros at (708) 719-4473 or email at



Taking a Team Approach to Retirement Savings

Now that it’s common for families to have two wage earners, many married couples accumulate assets in separate accounts. They might each have savings in an employer sponsored plan and perhaps one or more IRAs as well.

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International Space Day¹ - May 7
US Customs made the Apollo 11 astronauts fill out a form for importing Moon rocks and dust into the United States on July 24, 1969, the same day they landed in the Pacific Ocean around Hawaii. The flight route was listed as Cape Kennedy, Florida, to the Moon and finally to Honolulu, Hawaii.

The Apollo 11 crew declared their cargo as “Moon rock and Moon dust samples.”


Don't Let a Disaster Keep the Lights Off Forever

In the fall of 2019, wildfires fueled by high winds erupted in parts of Northern and Southern California, threatening structures in multiple communities. Wildfires have long been a concern in this sunny and dry state, but in a recent twist, millions more residents and businesses were impacted when public utilities cut off power to help prevent downed power lines from sparking fires.²

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Banana Pudding and Yogurt Parfaits

These parfaits are anything but ordinary!

Get Cooking!


Now Available




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!


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² The New York Times, October 31, 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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