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FINANCIALLY FOCUSED

March 2021 Newsletter

708.479.8771
www.dowlingretirement.com

It's Tax Season

As we approach tax season and our attempt to return to normalcy, it’s important to take a look into some of the changes that will be reflected for the 2020 tax filing year.

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Sterling Tax Pros, Inc. is offering Dowling Legacy & Retirement clients 10% off personal tax filing if you file before March 31!

Mention MARNEWS10 when inquiring.

How To Get Over Retirement Fears

As it’s depicted in popular culture and advertising, looking ahead to retirement is a time of great excitement and optimism. After all, if you’re in your 60s, you’ve likely been going to work every day for 40 years or more. So, retirement means you can spend your time doing the things you’ve always wanted to do.

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National Cereal Day - March 7¹

In 1964, General Mills management issued a challenge to all employees to create a unique cereal using the same manufacturing technology from their two best-selling cereals at the time: Cheerios and Wheaties. Product developer John Holahan was struck with inspiration upon his next trip to the grocery store. He decided to chop up pieces of marshmallow circus peanuts and mix them in with Cheerios. Not only did the executives love it, but given that it was the 1960s, their marketing team thought to take advantage of the popularity of charm bracelets among kids and teens.

Five Tips to Regain Your Retirement Savings Focus in 2021

In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.² Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips may help you focus and enhance your retirement savings strategy in 2021.

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Black Bean and Corn Salad

Enjoy the feeling of spring with a fresh salad!

Get Cooking

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.

		Now Available A GUIDE TO GETTING YOUR HOUSE IN ORDER

A Look Inside: Money represents more than the paper it’s printed on. It may be the embodiment of your time, your talents, and your commitments. It buys the food you eat, the house you sleep in, the car you drive, and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire...		You'll Learn: Social Security Strategies Asset Organization Investment Solutions Legacy Planning

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!

¹https://listverse.com/2019/03/04/10-cereals-with-strange-and-interesting-backstories/

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 19614 S. La Grange Rd. Mokena, IL 60448 Ph: (708) 479-8771 Email: karen@dowlingretirement.com Web: www.dowlingretirement.com

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