The most important money conversation you’re not having

Yahoo! Finance By Jeanie Ahn – January 29, 2015 7:06 PM When Rosemary Flanagan died two years ago at the age of 84, her family was stunned. She led an active lifestyle and showed no signs of slowing down before passing away in her sleep. Although she was a mother to seven sons, none of […]

SFS 2014 Circle of Advocates Dinner

It was our pleasure to show our appreciation, and to honor those who referred a new client to SFS during 2014 at our annual Circle of Advocates Dinner. Date: Thursday, December 3, 2014 Time: 5:00-7:00pm

50 ways to improve your finances in 2015

By Kimberly Palmer, U.S. News & World Report     The new year is the perfect time to hit “refresh” on your finances. Whether you need to update your insurance, revamp your budget or scale back some shopping habits, take some time to consider these 50 action steps. They can help you improve your finances over the […]

Financial Bullying

FOX – WOFL Almost all couples argue about money, but financial bullying takes things to another level. A survey from Credit Karma shows one in ten Americans in a committed relationship say they are victims. Financial professional Jean Ann Dorrell was on WOFL talking about what financial bullying is and what couples can do to […]

The Importance of Credit

FOX – WOFL The majority of Millennials are choosing cash over credit. A new survey shows more than 6 in 10 young people don’t have a single credit card. Financial professional Jean Ann Dorrell talked with FOX Orlando about the importance of credit and how to use cards responsibly. Click here for a worksheet to […]

Student Loan Debt

FOX – WOFL Student loan interest rates are going up. Financial professional Jean Ann Dorrell talked with WOFL about ways to cut down the cost of college. Cutting College Costs:        Stay in State Consider Community College Work the Web Seek out Scholarships         Find and apply for scholarships here. Focus on Four

Divorcing after 50: The financial hazards

Yahoo! Finance By Jeanie Ahn – August 15, 2014 2:58 PM Breaking up is hard to do no matter when it happens. But getting divorced later in life can be especially traumatic, both emotionally and financially. There are now more divorcées over the age of 50 than ever before. In 1990, just one in 10 […]

Retirement regrets: Costly mistakes to avoid

Yahoo! Finance By Jeanie Ahn – July 29, 2014 12:47 PM If you talk to enough baby boomers or new retirees about what they wish they could do differently, chances are many of them would mention a retirement plan do-over of some kind. And even if you’ve managed to build up a sizable nest egg, […]

Newlyweds and Finances

FOX – WFTX It is wedding season, so it is the perfect time to talk money and marriage! Jean Ann Dorrell was on Fox4, WFTX with advice for newlyweds to help them find financial harmony.         Create a Partnership Agree on Goals Have Fun Funds Ensure Equal Access Click here for your financial inventory worksheet.

Beneficiary Forms – Man’s mistake cost his children $400,000 of an IRA inheritance

Yahoo! Finance By Jeanie Ahn – June 27, 2014 8:09 AM Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors and attorneys to make sure his children received the balance of his retirement funds when he died. A single mistake, however, thwarted his well-laid plans. Family members realized […]