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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

VIDEO:

December 19, 2024

Is Divorce Ever a Financial Strategy? In today’s Quality of Life Conversation, Dan and Leah tackle a surprising topic: when an attorney suggests divorce to protect assets. How does this impact financial planning and quality of life?

VIDEO: What Is Vesting? Understand Your Retirement Plan Like a Pro

December 17, 2024 Retirement Funding

Are you leaving money on the table? In this video, we break down what vesting means and how it impacts your retirement savings. Whether you’re saving in a 401(k) or 403(b), understanding your employer’s vesting schedule can help you make smarter career and financial decisions.

VIDEO: Creating a Meaningful & Personal Holiday Season

December 11, 2024 Insights

Are you tired of the holiday season feeling more like a shopping marathon than a time of love, joy, and connection? We get it. With all the ads, sales, and societal pressures, it’s easy to lose sight of what makes this season truly magical.

VIDEO: Understanding Liquidity

December 10, 2024 Personal Finance

Understanding liquidity is key to smarter financial decisions. In this video, we explain what liquidity means, why it’s important, and how it impacts your financial strategy.

VIDEO: Rule of 55 Explained

December 2, 2024 Retirement Funding

Are you 55 or older and thinking about accessing your retirement savings early? The Rule of 55 might be the solution you need! In this video, I break down what the Rule of 55 is, how it works, and who can benefit. Learn how you can withdraw from your 401(k) or 403(b) penalty-free, along with the important considerations you should keep in mind. Don’t forget to like, subscribe, and share this video with anyone who might find it helpful!

VIDEO: Quality of Life Conversations: Gratitude and Contentment

November 28, 2024 Insights Personal Finance

As Thanksgiving approaches, it’s the perfect moment to pause, reflect, and embrace the power of gratitude. This season, we’re celebrating the joy of appreciating what we have, finding peace in the present, and cultivating contentment that lasts far beyond the holiday table.