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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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Unused 529 to Roth IRA Conversions
Unused 529 to Roth IRA Conversions By Daniel Dorval, CFP® We met with a young couple that just had their
Beyond Returns: How Financial Planning Transforms Lives in the Face of Terminal Illness
by Leah Woodly Financial planning often elicits ideas of investment strategies and maximizing returns. However, its true essence is revealed
Will Social Security be there When I Retire?
by Leah Woodly With the state of the economy, there are many concerns regarding the sustainability of Social Security. We’ve
The New SAVE Plan and Different Student Loan Repayment Options for Nurses and Other Public Service Professionals
Unless you’ve been living your best, unbothered life on a remote island in Bali, then you know, the Supreme Court
The New SAVE Plan and Different Student Loan Repayment Options for Nurses and Other Public Service Professionals
by Leah Woodly Unless you’ve been living your best, unbothered life on a remote island in Bali, then you know,
Should I Rollover My Old Company Retirement Plan?
BY JOHN CHORNE, CFP® We are often asked by people we meet what they should do with retirement accounts from
Investing Outside of Retirement Accounts
by Leah Woodly Contributing to your employer-sponsored retirement plan is now a no-brainer. You’ve gotten settled with contributing and you
Should You Be Concerned About the Bank Failures?
By Daniel Dorval, CFP® The recent failure of Silicon Valley Bank along with a couple other at-risk financial institutions has
7 Tips to Pay Off Debt Quickly
If paying off debt is your goal, you are not alone. The thought of paying off your debt may feel