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

facebook twitter linkedIn you tube rss
  • Home
  • About
    • Jean A. Dorrell, CEP®
    • SFS Staff
    • Estate Planner vs. Financial Planner
  • In The News
    • Yahoo! Finance
    • Articles
    • Video
      • As Seen on TV
        • FOX 35 Orlando – WOFL
        • FOX 4 Ft. Myers – WFTX
        • CNBC
    • Audio
    • Live News Feed
  • Circle of Advocates
    • Testimonials
    • COA Dinner Pics
  • Events
  • Resources
    • Tax Plan Calculator
    • Family Questionnaire
    • IRS.GOV Links
    • Ready-2-Retire
    • Protect Yourself
    • eBooks
    • Women & Finances Worksheet
  • Contact
  • Client’s Corner
    • Jean’s Hot Topic
  • Popup
Home / In The News / Articles

Articles

11.10.19 Finanacial Advisor - Advice For Financial Advisors.pdf-page-00110/19/2011
Finanacial Advisor
Advice For Financial Advisors
 
 

11.10.19 Bloomberg - How To Give a Child Retirement Security.pdf-page-00110/19/2011
Bloomberg
How To Give a Child Retirement Security
 
 

11.10.11 CBS Money Watch - 4 biggest money mistakes single people make.pdf-page-00110/11/2011
CBS Money Watch
4 biggest money mistakes single people make
 
 

11.10.01 The Wall Street Journal - The Roth Switcheroo.pdf-page-00110/01/2011
The Wall Street Journal
The Roth Switcheroo
 
 

11.09.08 Forbes - Can You Afford It.pdf-page-00109/08/2011
Forbes
Can You Afford It
 
 

11.09.07 Reuters - Stern Advice It s time to rock your Roth.pdf-page-00109/07/2011
Reuters
Stern Advice It’s time to rock your Roth
 
 

11.09.02 The New York Times - Using an Inheritance to Teach Your Problem Child a Lesson.pdf-page-00109/02/2011
The New York Times
Using an Inheritance to Teach Your Problem Child a Lesson
 
 

11.09.00 Consumer Reports - When plans go awry.pdf-page-00109/2011
Consumer Reports
When plans go awry
 
 

11.08.15 Orlando Sentinel - Housing Boom Continues in The Villages Retiree Haven.pdf-page-00108/15/2011
Orlando Sentinel
Housing Boom Continues in The Villages Retiree Haven
 
 

11.08.11 Fox Business - Suddenly Single - What widowed Boomers Need t6o know about finances.pdf-page-00108/11/2011
Fox Business
Suddenly Single What widowed Boomers Need t6o know about finances
 
 

Pages: 1 2 3 4 5

Connect With Us

facebook twitter linkedin you tube rss rss rss rss rss email

Like Us On Facebook

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
facebook twitter linkedin you tube rss email
Click for the BBB Business Review of this Estate Planning & Management in The Villages FL

Newsletter Sign Up

Subscribe to our FREE monthly newsletter.

 

Site Map

  • Jean A. Dorrell, CEP®
  • Estate vs. Financial Planner
  • Articles
  • Video
  • Audio
  • Testimonials
  • Blog
  • Events
  • Protect Yourself
  • eBooks
  • Jean’s Hot Topic
  • Financial Inventory Worksheet
  • Contact

©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.

Schedule a free 30 minute Appointment

Click on your choice of a 30 minute complimentary phone call with us now!
Our calendars fill quickly!

 

SCHEDULE YOUR PHONE OR VIRTUAL MEETING NOW!