Dorcey Financial, LLC
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Six Mile Cypress Pkwy
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Our mission is to serve individuals and couples in all areas of retirement planning.
We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement.
As you prepare for this next chapter, hereโs a guide to 5 bad habits to not bring into retirement โ and insights on how to finally let them go to help for a happy retirement!
https://www.kiplinger.com/retirement/happy-retirement/worst-bad-habits-to-carry-into-retirement
The 5 Worst Bad Habits to Carry Into Retirement Some things are better left behind when you retire.
Invest in yourself! ๐
Take the time to explore new hobbies, learn new skills, and prioritize your well-being. Your golden years are the perfect opportunity to pursue passions and enrich your life.
Why settle for outdated guidance?
Access our free report to help gain insights into the current challenges and solutions that shape retirement strategies in today's dynamic world. ๐
https://dorceyfinancial.com/project/building-blocks-of-retirement/
Retirement is the reward for a lifetime of hard work โ now it's time to reap the benefits and enjoy the ride!
What brings joy in retirement can differ for everyone, but there are strategies to help ensure you retire happily.
Embrace the freedom to help craft your own path! Click the article link below for 12 ways to help make the most of your retirement journey!
https://money.usnews.com/money/retirement/aging/articles/ways-to-achieve-a-happy-retirement
12 Ways to Achieve a Happy Retirement Follow these steps to find purpose, fulfillment and retire happy.
Let's hope that luck is on our side this St. Patrick's Day weekend! Let's make it one to remember!
If you are nearing retirement, it is crucial to be aware of the key milestones that occur from age 50 onward. Several of these milestones present you with options that may significantly impact whether you have enough income to achieve your retirement goals.
Get crucial insights on these milestones to help ensure that you're on track for your retirement in our free report!
https://dorceyfinancial.com/project/guide-to-aging/
Here's to the women who lift each other up and strive for a brighter future. Happy International Women's Day!
Start strategizing for your retirement journey today, no matter your age. It's never too late to help take control of your financial future. ๐
โGetting old is like climbing a mountain; you get a little out of breath, but the view is much better!โ
โ Ingrid Bergman
Annuities can be complicated and determining which ones may right for you is important to know. Read the article below to learn about the different types of annuities!
https://www.morningstar.com/retirement/annuities-unveiled-guide-different-types-annuities
Annuities Unveiled: A Guide to the Different Types of Annuities Breaking down income annuities and savings annuities.
Retirement is when you can finally say 'TGIM' โ Thank Goodness It's Monday... because you don't have to go to work!
Embrace the new adventures that retirement brings โ a time to explore, dream, and discover! ๐๐
It can be vital to your retirement to help ensure your savings and investments are sufficient to cover your RMDs. Check out this FREE report to help you determine if your allocations are right for RMDs!
https://dorceyfinancial.com/project/report-are-your-allocations-right-for-rmd-2/
Did you know that the Secure Act 2.0 makes an exception for individuals employed at age 73 at a business they do not own, to not take RMDs?
Should you solely count on social security in retirement? Take a look at this article to understand why that may not be in your best interest!
https://money.usnews.com/money/retirement/social-security/articles/why-you-shouldnt-count-on-social-security
Why You Shouldn't Count on Social Security Social Security benefits are often not enough for retirees to live on โ and may not be paid out in the future.
Retirement is the time when you can finally start dressing for comfort instead of style ๐!
Retirement is like a new chapter in a book โ it's up to you to make it a bestseller.
Happy Presidentโs day from Dorcey Financial Group!
Knowing the facts when it comes to your retirement planning is vital. Read our FREE report to help dispel these 10 common myths about estate planning!
https://dorceyfinancial.com/project/estate-planning-myths/
Hoping your Valentines Day is filled with appreciation and celebration!
Did you know that an important source of income during your retirement is Social Security? Knowing when to claim these benefits at the right time depending on age, earnings, and retirement goals can be different for everyone, which it is why it's important to consider all options.
Are you ready for retirement but uncertain what comes next? Check out the article below for these 5 common fears and how you can help overcome them!
https://www.kiplinger.com/retirement/common-retirement-fears-and-how-to-overcome-them
Five Common Retirement Fears and How to Overcome Them Are you ready for retirement but uncertain about what comes next? Youโre not alone. Proactive planning can help ensure your path to a happy retirement.
Why did the retiree take up gardening? Because that's how they cultivate some excitement in retirement!
Retirement is like the start of a fresh new day, and every day is a chance to do something new! โ
Do you know about these 10 signs to look for in a retirement income specialist? Help find out if you're working with the right person in this FREE report!
https://dorceyfinancial.com/project/10-signs-you-are-working-with-a-true-retirement-income-specialist/
Knowing how to create a tax-free stream of income can be a vital retirement tool. Read this article for the 10 things you must know about Roth IRA's and how it may be able to help you! https://www.kiplinger.com/retirement/retirement-plans/roth-iras/602323/roth-ira-basics-10-things-you-must-know
Roth IRA Basics: 10 Things You Must Know A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
Why did the retiree become a gardener? Because they wanted to "leaf" their old job behind! ๐ฑ
Retirement can give you the space to enjoy every moment freely! โจ
Are your savings and investment options generating enough income through interest and dividends to supplement Social Security? Read our FREE report to help determine if you have the right allocations! ๐
https://dorceyfinancial.com/project/report-are-your-allocations-right-for-social-security-2/
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Address
10181 Six Mile Cypress Parkway, Suite B
Fort Myers, FL
33966
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
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