Retirement regrets: Costly mistakes to avoid

Yahoo! Finance By Jean Ann – July 29, 2014 12:47 PM If you talk to enough baby boomers or new retirees about what they wish they could do differently, chances are many of them would mention a retirement plan do-over of some kind. And even if you’ve managed to build up a sizable nest egg, […]

Newlyweds and Finances

FOX – WFTX It is wedding season, so it is the perfect time to talk money and marriage! Jean Ann Dorrell was on Fox4, WFTX with advice for newlyweds to help them find financial harmony.         Create a Partnership Agree on Goals Have Fun Funds Ensure Equal Access Click here for your financial inventory worksheet.

Beneficiary Forms – Man’s mistake cost his children $400,000 of an IRA inheritance

Yahoo! Finance By Jean Ann – June 27, 2014 8:09 AM Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors and attorneys to make sure his children received the balance of his retirement funds when he died.A single mistake, however, thwarted his well-laid plans. Family members realized a […]

When It Comes To Your Finances – Are You Stuck In The 90s?

FOX – WFTX Jean Ann Dorrell talked with FOX Ft. Myers about why these signs don’t just mean you’re behind the times- you could also be putting your financial future in jeopardy. These 5 signs mean it’s time for an update:         Autopay is a mystery Your phone doesn’t help you shop You don’t know […]

Are Your Friends’ Money Habits Costing YOU Money?

FOX – WFTX Kids aren’t the only ones who deal with peer pressure! The financial habits of friends could be rubbing off on you. Jean Ann Dorrell was on FOX4 Ft. Myers (WFTX) to talk about the types of money traits we see in friends and how to handle each one. Friends & Finances:         […]

Women and Finances – Pay Inequality

FOX – WFTX     Women are making their mark in the workforce. A new study shows women now earn nearly three times what their mothers did. But, they’re still earning less than their dads and their husbands. Financial professional Jean Ann Dorrell talked with FOX4 Ft. Myers with tips for women and their money:      Take […]


SFS – World of Beer Tasting 2014

Secrets for Financially Happy Relationships

FOX – WOFL Don’t let Money cause problems in your relationship. Jean Ann Dorrell talked with FOX News Orlando about the 5 secrets of a financially happy relationship. Find Compromise Pool Your Money Stay Honest Eliminate Debt Create Rituals Want to know if you are financially compatible with your loved one? Click here for a […]

5 Reasons To File Your Taxes Early

FOX – WOFL January 31st is the first day you can file your taxes. If you’re one of those procrastinators who likes to wait until April 14th to file your taxes, this is the year to change your ways! You won’t only get your refund faster, but filing early could help you avoid fraud, catch […]