Jean Dorrell Talks About the Potential Advantages of Life Insurance

youtu.be/oclhWRkYfW0

In this video, CEP and owner of Senior Financial Security Jean Dorrell talks about why life insurance may be a smart investment for your portfolio, in addition to discussing being a full-service financial advisor and some other interesting investment advice. Being a full-service investment firm means that we can do anything. Stocks, bonds, mutual funds, […]

Inflation: What Can You Do About It?

  People typically don’t do the math to see where they are on a real return basis. By the time they realize they aren’t keeping up with inflation, folks can potentially get further and further behind. If the price of stock goes up and inflation goes up by the same amount, then you are not […]

New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes

The IRS surprised the tax planning world with new interpretations of the Secure Act, including changes that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Setting Every Community Up for […]

Will the Election Rattle Your Retirement?

The laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]

Will the Election Rattle Your Retirement?

The laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]

Will the Election Rattle Your Retirement?

The laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]

Estate Planning and Digital Assets

Mishaps can sweep away digital assets, destroying sentimental photographs or videos in a blink the same way a natural disaster can wipe away years of memories […]

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Form 5498

This form is filed for each person whom maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).