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FINANCIALLY FOCUSED

February 2022 Newsletter

708.479.8771
www.dowlingretirement.com

SPECIAL OFFER: 30% OFF Your Tax Return!

Tax season is right around the corner and there have been plenty of changes implemented this year - luckily, we have a solution for you! Our affiliate, Sterling Tax Pros, is offering 30% off your tax return this tax season with code...Continue Reading Here!

Over-looked Tax Breaks for Retirees

Preparing for taxes in retirement is one financial strategy move you can make to help keep more money in your pocket. And, to that end, there are several often-over-looked tax breaks that cater to retirees that you should be aware of.

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M&M stands for Mars and Murrie¹

Forrest Mars (son of the Mars Company founder) first spotted the British confection Smarties during the Spanish Civil War and noticed the candy shell prevented the chocolate from melting. He teamed up with Bruce Murrie (son of Hershey Chocolate's president) and the company later trademarked the "Melts in Your Mouth, Not in Your Hand" slogan.

International Investing: Opportunity Overseas?

For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession. In general, U.S. companies have been more nimble and innovative in response to changing business dynamics, while aging populations in Japan and many European countries have slowed economic growth.

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Chocolate Lava Cake

Chocolate Lava Cakes became famous for a reason: they're cakey on the outside with an irresistible center of warm dark chocolate flowing through the middle. The first time you try one, it may seem like magic, but this recipe is actually quite easy to make and ready in under an hour.

Get Baking!

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!

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

https://www.goodhousekeeping.com/life/g25692093/random-trivia/?slide=11

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 10727 Winterset Drive Orland Park, IL 60467 Ph: (708) 479-8771 Email: karen@dowlingretirement.com Web: www.dowlingretirement.com

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