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

11.08.08 US News - Little-Known 401(k) Perks.pdf-page-00108/08/2011
US News
401(k) Withdrawal Mistakes to Avoid
 
 

11.08.08 US News - 401(k) Withdrawal Mistakes to Avoid.pdf-page-00108/08/2011
US News
Little-Known 401(k) Perks
 
 

11.08.00 Kiplingers - Control Your IRA After You Die.pdf-page-00108/2011
Kiplingers
Control Your IRA After You Die
 
 

11.08.00 Finanacial Advisor - Caretaker Challenges.pdf-page-00108/2011
Finanacial Advisor
Caretaker Challenges
 
 

11.07.20 Reuters Money - Alzheimer’s Early planning critical to financial health.pdf-page-00107/20/2011
Reuters Money
Alzheimer’s Early planning critical to financial health
 
 

11.06.25 Daily Finance - How to Shack Up Successfully in Your Senior Years.pdf-page-00106/25/2011
Daily Finance
How to Shack Up Successfully in Your Senior Years
 
 

11.06.12 Bankrate com - Organizing Your Retirement.pdf-page-00106/12/2011
Bankrate.com
Organizing Your Retirement
 
 

11.06.00 Investing Answers - 3 Financial Protections For Live-In Partners.pdf-page-00106/2011
Investing Answers
3 Financial Protections For Live-In Partners
 
 

11.06.00 Dow Jones - Discipline Vital To Carving Out A Niche.pdf-page-00106/2011
Dow Jones
Discipline Vital To Carving Out A Niche
 
 

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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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