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FINANCIALLY FOCUSED

November 2021 Newsletter

708.479.8771
www.dowlingretirement.com

A New Reality?

Recently released changes by the IRS to our tax brackets and retirement plan contributions show that inflation may be here for a while. More than 60 tax provisions are affected so it is important to understand the newly implemented Inflation-Adjusted Tax & Retirement Plan Contribution updates for 2022 and how they will affect you. One of the biggest changes affects our retirement contributions by...

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You Can Be Both Frugal and Happy in Retirement

Frugal. It’s a word that some people wear like a badge of honor, and one that others dread. In fact, when building a retirement strategy, some people are working to avoid a retirement that requires them to be frugal.

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The Word Circus Comes Full Circle¹

The word circus has the same root as “circle” and refers to something round. Ancient Roman amphitheaters were thus called circuses, due to their shape, and circus arenas today are similarly spherical, with the leader commonly referred to as the ringmaster.

The most famous Roman amphitheater was the Circus Maximus, which operated for over 1000 years. It roughly translates to “big round place”.

A Map for Your Family

A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as a guide for your heirs.

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Pumpkin Pie White Chocolate Brownies

This dessert taste like brownies, white chocolate fudge, and pumpkin pie fell in love!

Get Mixing!

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.

¹ https://listverse.com/2021/09/19/10-commonly-used-terms-from-ancient-rome/

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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