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FINANCIALLY FOCUSED

April 2023 Newsletter


708.479.8771
www.dowlingretirement.com

 

 



Sending Our Deepest Condolences to the Family of Marianne Notardonato

It is with deep sadness and a heavy heart that we announce the passing of our dear friend and former associate, Marianne Notardonato. Marianne lost her battle with Leukemia on April 1, 2023. For almost 15 years, Marianne was a valued associate to our firm, Estate Planning Consultants, now known as Dowling Legacy & Retirement. More than an immeasurable asset to our company, coworkers, clients, strategic partners and vendors, she was our wonderful friend - a gentle, thoughtful soul who will be missed and remembered by the many lives she touched. Marianne was the epitome of hard working, dependable and loyal, both professionally and personally. Always kind, generous, gracious and loving to everyone she met. We are comforted by the many fond memories and the many laughs we have shared together over the years. She will be greatly missed. Our thoughts and prayers go out to her family and friends, especially her brother James (Sandra) Notardonato, her longtime friend Esie Farias, her godson David (Jenny) Farias, her 19 nieces and nephews (including the many great and great-great nieces & nephews) and their families. Heaven has gained a beautiful Angel.

You can see our Monthly Office Newsletter tribute to Marianne here. To view Marianne's obituary, you can view that here.

A Memorial Mass will be held on Monday, April 17, 2023 at 10:30 am DIRECTLY at St. Matthias Church 101 W. Burrell, Crown Point, Indiana 46307. Arrangements entrusted to Elmwood Funeral Chapel, St. John. For more information: 219-365-3474.

 

How To Retire Early: A Complete Guide | GOBankingRates

 

How To Be Content in Retirement

When envisioning your future retirement, it’s easy to focus almost entirely on the big things like your budget and cash flow, where you’re going to live, your healthcare strategy, and what you intend to leave behind for your loved ones. But while those things are certainly important, you should also weigh some of the lesser discussed elements that could make your retirement a happier one.

An AARP article, 10 Secrets of a Happy Retirement, has some interesting and hopefully useful information that I’m excited to share today. If you’d like to review the article yourself, it’s available at aarp.org.

 

Read More

 

April Fool's Day in France (Poisson d'Avril History & Explanation)

 


April Fools' Day Originated in France
 

April Fools’ Day dates back to 1582, when France switched from the Julian calendar to the Gregorian calendar, as called for by the Council of Trent in 1563. This meant that New Year’s Day officially moved to January 1st.

People who were slow to get the news or failed to recognize that the start of the new year had moved to January 1 and continued to celebrate it during the last week of March through April 1 became the butt of jokes and hoaxes and were called “April fools.” These pranks included having paper fish placed on their backs and being referred to as “poisson d’avril” (April fish), said to symbolize a young, easily caught fish and a gullible person.

 

Estate Planning During a Pandemic | Rossway Swan Tierney Barry & Oliver

 

Creating Your Own Operation London Bridge

"London Bridge is down." On September 8, 2022, those words were reportedly used to launch what was arguably the most complex end-of-life proceedings the world has ever witnessed: the funeral arrangements for Queen Elizabeth II. The plan, known as Operation London Bridge, laid out in exacting detail how the ensuing days would unfold. Although most families don't need a playbook as intricate as the royals, a comprehensive end-of-life plan can significantly ease the burden on family members during a highly emotional period.
 

Read More

 

Grilled Cheese with Roasted Broccoli Recipe - The Munching Mongoose | The  Munching Mongoose

 

Broccoli Grilled Cheese

 

Calling all cheese-pull lovers! This grilled cheese has not one, but two kinds of melty cheese. Fontina's creamy and mild flavor is balanced by sharp, bold cheddar. Together, this is the perfect duo to envelop the lemon-garlic broccoli filling.
 

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!


 

 

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https://www.history.com/topics/holidays/april-fools-day

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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