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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: Max Out Your 401(k) or Invest In Real Estate?
Max out your 401(k) or invest in real estate? It’s a common question—and the answer isn’t the same for everyone. In this video, we break down the pros and cons of both strategies so you can figure out what makes the most sense for your goals, lifestyle, and risk tolerance.
VIDEO: When Should You Start Planning for Retirement?
In this episode, Dan and Leah dive into a crucial topic: When is the right time to start planning for retirement? Whether you’re in your 20s, 30s, 40s, or even your 50s, this conversation offers practical tips, insights, and common pitfalls to avoid when it comes to retirement planning.
Catastrophizing and Financial Planning: Why Your Outlook Matters
When someone believes the future is bleak, it can be hard to make confident decisions—especially about money. In this post, Daniel Dorval, CFP®, explores how a mindset of “catastrophizing” can impact financial planning, and why shifting the focus to quality of life and personal values can make all the difference.
VIDEO: When Should I Start Taking Social Security Benefits? | Pros & Cons of Claiming Early vs. Waiting
Wondering when the right time is to start taking Social Security? In this video, we break down everything you need to know—whether you’re thinking about claiming at age 62, full retirement age, or waiting until 70.
VIDEO: FAQ: How much do I need to be able to retire comfortably?
In this video, Dan and Leah discuss a question they get frequently: “How much do I need to be able to retire comfortably?”
VIDEO: Roth IRA vs Traditional IRA (and 401k): Which One Is Right for You?
Wondering whether to contribute to a Roth or traditional retirement account? This video breaks down the key differences between Roth and traditional IRAs and 401(k)s, explains how to decide between pre-tax and post-tax contributions, and dives into advanced strategies like the backdoor Roth IRA.
VIDEO: Financial Planning for Different Wealth Stages (Part 2)
In this video, we continue the conversation of how financial planning strategies vary depending on your current level of wealth — and why that matters.
VIDEO: What Is Sequence of Return Risk—and Why Should You Care?
Retiring soon or already living off your investments? Then you need to understand something called sequence of return risk. In this video, we break it down in simple terms so you can feel more confident about your retirement plan.
VIDEO: IRA Rules for Retirement
Getting ready for retirement? Before you roll over your 401(k), 403(b), or TSP into an IRA, there are critical rules you need to know! In today’s video, I’m walking you through the key IRA rules that can save you money, reduce stress, and help you build a smarter retirement plan.
VIDEO: Financial Planning for Different Wealth Stages (Part 1)
In this video, we break down how financial planning strategies vary depending on your current level of wealth — and why that matters.