Jean Ann Dorrell

Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.

Call Us Today! (352) 307-8652

8564 CR 466, Suite 202 & 203 | The Villages, FL 32162

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Home / In The News / Articles

Articles

19.06-NowU---Estate Planning and Digital Assets'05/2019
Advisors Magazine
Estate Planning and Digital Assets
 
 

14.10.29-NowU---In-Sickness-&-In-Wealth---Estate-Planning---How-to-protect-your-future-after-the-'I-dos'10/29/2014
NowU
How to protect your future after the ‘I dos’
 
 

14.08.15-Yahoo---Divorcing-after-50---The-financial-hazards08/15/2014
Yahoo! Finance
Divorcing after 50 – The financial hazards
 
 

14.07.29-Yahoo---Retirement-regrets---Costly-mistakes-to-avoid07/29/2014
Yahoo! Finance
Retirement regrets – Costly mistakes to avoid
 
 

14.06.27-Yahoo---Beneficiary-Forms-–-Man’s-mistake-cost-his-children-$400,000-of-an-IRA-inheritance06/27/2014
Yahoo! Finance
Beneficiary Forms – Man’s mistake cost his children $400,000 of an IRA inheritance
 
 

13.02.13 US News - What Happens When Money Secrets and Marriage Collide.pdf-page-00102/13/2013
US News
What Happens When Money Secrets and Marriage Collide
 
 

12.11.18 The Wall Street Journal - Tips for Snowbirds Before They Take Flight.pdf-page-00111/18/2012
The Wall Street Journal
Tips for Snowbirds Before They Take Flight
 
 

12.11.01 Bank Investment Consultant - Clients Faculties vs Your Fiduciary Duty.pdf-page-00111/01/2012
Bank Investment Consultant
Clients Faculties vs Your Fiduciary Duty
 
 

12.10.09 Wealth Management - Even Snow Birds Dig Social Media.pdf-page-00110/09/2012
Wealth Management
Even Snow Birds Dig Social Media
 
 

12.10.00 AA Credit Union Cent$ - In Case of Emergency.pdf-page-00110/2012
American Airlines Credit Union Cent$
In Case of Emergency
 
 

12.09.21 AARP - Does Credit History Matter After 50.pdf-page-00109/21/2012
AARP
Does Credit History Matter After 50
 
 

12.09.09 Broker World Mag - 9 Variable Universal Life Insurance.pdf-page-00109/09/2012
Broker World Mag
9 Variable Universal Life Insurance
 
 

12.09.06 US News - The Best Ways to Prevent Money Arguments With Your Spouse.pdf-page-00109/06/2012
US News
The Best Ways to Prevent Money Arguments With Your Spouse
 
 

12.09.00 Life Insurance Selling - Some Solid Reasons to be High on Life.pdf-page-00109/2012
Life Insurance Selling
Some Solid Reasons to be High on Life
 
 

12.08.29 AARP - 9 Questions Before You Relocate.pdf-page-00108/29/2012
AARP
9 Questions Before You Relocate
 
 

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Contact Information

  • Senior Financial Security, Inc.
  • 8564 CR 466, Suite 202 & 203
  • The Villages, FL 32162
  • Phone: (352) 307-8652
  • Toll Free: (866) 829-3337
  • Fax: (352) 205-7388
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©2021 Jean Ann Dorrell. All rights reserved.
Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice. Primary Life Insurance and Annuity products offered in association with Allianz Life, American Equity, ING, Old Mutual, and SunLife Financial. Please call toll free 1-866-829-3337 to arrange a convenient, no fee discussion of your estate planning objectives. Senior Financial Security, Inc. does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations.

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