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FINANCIALLY FOCUSED


June 2021 Newsletter


708.479.8771
www.dowlingretirement.com

 

 

Federal Relief Fund: FEMA provides funeral assistance for families of COVID-19 victims

The Coronavirus pandemic has struck tragedy & grief within our communities while impacting nearly everyone worldwide. A federal program relief fund through the Federal Emergency Management Agency (FEMA) is providing funeral assistance for applicants who have incurred funeral expenses after January 20, 2020. If a family member or loved one has died due to COVID-19, you may be eligible to receive up to $9,000 for funeral expenses.

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A Financial Wellness Plan Can Help Pave the Road to Retirement

If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness.


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To Bury The Hatchet¹
 
Bury the hatchet comes from an old Native American custom. As part of a peace ceremony, the chiefs of two feuding tribes would literally bury two war axes. The oldest records of this tradition date back at least to the late 1600s, but it is likely that this tradition is even older, given that all the accounts we have are from colonists.
 

 

Asset Protection: Make Sure Your Umbrella Is Big Enough

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something unthinkable occurs and a person is injured on your property, or you or a family member cause a serious car accident, you could be held legally responsible.

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Southern-Style Egg Salad

This egg salad is primarily used to make sandwiches and start off summer right!

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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¹ https://listverse.com/2021/04/18/top-10-backstories-for-popular-idioms/


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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