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Tips For Quality of Life Planning®
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.
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VIDEO: Retirement Planning Under Challenging Conditions: A Case Study | Debt | Marriage
In this heartfelt conversation, Dan and Leah share how Quality of Life Planning® helped a woman and her husband find a healthier financial path forward.
VIDEO: Should You Drop Your Long-Term Disability Insurance? Here’s What to Consider
Are you wondering if it’s finally time to cancel your long-term disability insurance policy?
VIDEO: The Truth About Long-Term Disability Insurance: What No One Tells You
Long-term disability (LTD) insurance is meant to protect your income when you can’t work, but getting a claim approved is often more difficult than people expect.
VIDEO: The Snowbird Tax Trap: Don’t Let Residency Rules Cost You
Thinking about splitting your time between states or spending winters in a warmer climate? Before you chase the sun, make sure your tax situation is airtight.
VIDEO: What You Should Do if You’re Getting a Late Start in Retirement Planning
In this heartwarming and honest conversation, Dan and Leah dive into the topic of getting a late start on retirement planning — and why it’s never too late to take control of your financial future.
VIDEO: How Remarriage Impacts Social Security Benefits
Are you wondering how remarriage affects Social Security survivor benefits?
How to Make the Most of Your Charitable Contributions
If you’re someone who feels called to give whether it’s to your church, your alma mater, or a favorite nonprofit—you’re not alone. Giving generously is one of the most rewarding ways to use your money. But what if you could give and be smart about it? What if your charitable contributions could not only support causes you care about, but also reduce your tax burden?
VIDEO: What Is the Retirement Smile? Why It Matters for Retirement Income Planning
Are you planning for retirement and wondering how much you’ll need each year? In this video, Certified Financial Planner® Leah Woodly explains the Retirement Smile.
Cutting Through the Noise: Why Financial Advice Feels So Confusing
Why is financial planning so confusing for so many people? In short—because there’s a lot of money in the financial world. And wherever there’s money, there are people trying to take advantage of it.
VIDEO: How to Invest Within a Retirement Plan
Are you unsure how to make the most of your 401(k), 403(b), or 457 plan? In this video, Dan and Leah walk you through the key things you need to know to confidently invest within a retirement plan.