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

12.07.19 Bankrate com - The Drawback To One Type of Roth Conversion.pdf-page-00107/19/2012
Bankrate.com
The Drawback To One Type of Roth Conversion
 
 

12.07.18 Fox Business - What is a Roth IRA.pdf-page-00107/18/2012
Fox Business
What is a Roth IRA
 
 

12.07.11 Fox Business - Retiring to a Different State Better Think Twice.pdf-page-00107/11/2012
Fox Business
Retiring to a Different State Better Think Twice
 
 

12.05.07 US News - Financial Planning Checklist for Same-Sex Couples.pdf-page-00105/07/2012
US News
Financial Planning Checklist for Same-Sex Couples
 
 

12.04.30 AARP - Smart Money Moves to Make by Age 50.pdf-page-00104/30/2012
AARP
Smart Money Moves to Make by Age 50
 
 

12.04.19 Fox Business - Using Life Insurance to Fund Your Retirement.pdf-page-00104/19/2012
Fox Business
Using Life Insurance to Fund Your Retirement
 
 

12.04.10 Bankrate com - 3 Ways To Buy Long-term Care Insurance.pdf-page-00104/10/2012
Bankrate.com
3 Ways To Buy Long-term Care Insurance
 
 

12.04.01 Financial Planning - Flying Solo.pdf-page-00104/01/2012
Financial Planning
Flying Solo
 
 

12.03.20 Forbes - Multi-generational Households.pdf-page-00103/20/2012
Forbes
Multi-generational Households
 
 

12.03.05 Insurance Quotes - When Do Senior Citizens Not Need Life Insurance.pdf-page-00103/05/2012
Insurance Quotes
When Do Senior Citizens Not Need Life Insurance
 
 

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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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