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FINANCIALLY FOCUSED

March 2022 Newsletter

708.479.8771
www.dowlingretirement.com

Are you and your taxes prepared? Here is an exclusive offer for Dowling Legacy & Retirement clients!

With plenty of tax changes implemented this year, it's a good idea to have a second pair of eyes on deck - 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!

Taxes in Retirement

When it comes to retirement planning, it’s only natural to be consumed with big picture items like finding the ideal community, whether to stay in your current home or downsize, and how much travel you’ll be able to do.

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Tic Tac Mints are Named After the Sound Their Container Makes¹

In 1970, Ferrero was looking to replace "Refreshing Mints" as the name of its now iconic mini mouth fresheners. Instead of going with a similarly straightforward approach, the brand says the name we all know now was inspired by the tic and the tac sounds heard when you open and close the little plastic container the mints come in.

Company Stock and Your Retirement Strategy

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid in company stock.

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Zucchini Bites

Once you pop, you most definitely will not be able to stop. These adorable zucchini bites are packed with flavor and perfect dipped in ranch or marinara.

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://bestlifeonline.com/astonishing-facts/

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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