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FINANCIALLY FOCUSED

January 2023 Newsletter


708.479.8771
www.dowlingretirement.com
 

 



New Year, New Me!

Whether your New Year’s resolutions consist of weight loss, expanding your financial literacy, healthier lifestyle implementations, spending more time with your loved ones or a combination of a multitude of goals, we know that life can sometimes get in the way of actually sticking to those resolutions. Maybe you haven’t started your New Year’s resolution yet, maybe you haven’t found one that you’d want to implement, or maybe you started and have drifted away from being disciplined…consider this your reset! We’ve provided a short list of New Year’s Financial Resolutions that can help keep you on track for 2023 and beyond. Continue reading here…
 

 

How to Make Your Money Last

 

It’s perhaps one of the most common questions that retirees ask financial services professionals: How do I make my money last a lifetime?

An AARP article, 5 Tips to Make Your Money Last a Lifetime has some recommendations that many of you may find useful.

 

Read More
 

 


January Was Known as Wolf Month

 

The ancient Anglo-Saxons called January Wulf monath (literally “wolf month”). And it was given that name because wolves often came into the villages searching for food in the heart of winter. Not surprisingly, the first full moon of the year was then named after howling wolves and today is known as Wulf Moon.
 

 

Three Stretch IRA Alternatives

 

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades. Most nonspouse beneficiaries, including children and grandchildren, can no longer stretch distributions over their lifetimes.

You may be looking for alternative ways to preserve your wealth and pass it on to your beneficiaries. Here are three options you might consider.

 

Read More
 

 

Creamy Three Cheese Skillet Mac n' Cheese

 

This mac and cheese recipe is for those of you that love a very creamy, cheese loaded sauce. It's actually not baked at all, but cooked in a skillet and ready for your family in minutes. When we are too tired to think about dinner in the winter months, it's mac and cheese to the rescue!

 

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.
 
https://milliethom.com/tag/wulf-monath/

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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