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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: Does Financial Literacy Really Make a Difference?
by Dan Dorval & Leah Woodly In this video, Leah and Dan dive into a recent report by the World

VIDEO: Understanding Basis
by Leah Woodly Are you confused about the term “basis” and how it impacts your taxes and investments? Don’t worry!

VIDEO: Understanding Availability Bias
by Leah Woodly In this enlightening video, we dive into the concept of availability bias–a cognitive bias that significantly influences

VIDEO: What Happened This Week: IRMAA Surcharges
by Dan Dorval & Leah Woodly In this video, Dan and Leah discuss one of Leah’s client meetings, centered around

VIDEO: 3 Ways Fed Interest Rates Impact You | Explained Simply
by Leah Woodly The Federal Reserve’s interest rate changes affect us all, but do you know how? In this video,

VIDEO: Overcoming People Pleasing and Setting Boundaries
by Dan Dorval & Leah Woodly Do you struggle with people pleasing? Has people pleasing impacted your finances? In today’s

VIDEO: What Are Catch-Up Contributions for Retirement Accounts?
by Leah Woodly Are you 50 or older and looking to boost your retirement savings? In this video, we break

VIDEO: Protecting Yourself Against Cyber Scams
by Leah Woodly & Dan Dorval In today’s digital age, cyberattacks are becoming more frequent and sophisticated. But what exactly

VIDEO: Understanding IRMAA: How Higher Income Impacts Your Medicare Premiums
by Leah Woodly This video breaks down everything you need to know about Income-Related Monthly Adjustment Amount (IRMAA) and how it affects

VIDEO: Filling the Gap: The Impact of Our Group Sponsored Financial Advisory Program – Part 2
by Dan Dorval & Leah Woodly In this video, we discuss the Pilot Program that allows employers to test drive