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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: Navigating Noise in Uncertain Times
by Dan Dorval & Leah Woodly With all the changes happening in the government, it’s no surprise that people are
VIDEO: What to Do with Your Tax Refund | Smart Money Moves!
by Leah Woodly Got a tax refund? Before you blow it on impulse buys, let’s talk about how to make
VIDEO: FAQs About Our Group Sponsored Financial Advisory Program
Are curious about the benefit that we offer that thousands of nurses have been able to take advantage of? Are
VIDEO: When is the RIGHT Time to Do a Roth Conversion?
by Leah Woodly, CFP® Thinking about doing a Roth conversion, but not sure if it’s the right move? In this
VIDEO: Don’t Believe the Hype! Avoiding the Emotional Decision-Making Trap
by Dan Dorval & Leah Woodly History is full of financial panic fueled by fear and misinformation. From Y2K to
VIDEO: Will Your Money Last? How to Manage Longevity & Mortality Risk in Retirement
by Leah Woodly Planning for retirement? One of the biggest challenges is balancing longevity risk (outliving your money) with mortality
Marriage and Finances: Building a Stronger Partnership
February, often hailed as the month of love, reminds us of the joys and challenges of marriage. While Valentine’s Day
VIDEO: Marriage & Money: How to Manage Finances as a Team
by Dan Dorval & Leah Woodly Money can be a major stressor in marriage, but it doesn’t have to be!
VIDEO: Understanding the 1035 Exchange: How to Switch Your Life Insurance or Annuity Potentially Tax-Free!
by Leah Woodly If you have a life insurance policy or annuity that no longer meets your needs, a 1035
VIDEO: 457 Plan Explained: The Secret Retirement Hack for Government & Nonprofit Employees!
by Leah Woodly Are you a nurse, teacher, or government employee? If so, you might have access to a 457