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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: We Found a Nurse $62,000 in Pension Benefits She Didn’t Know About | Financial Planning Story
Most people have no idea they’re leaving money on the table, especially when it comes to old pensions, forgotten retirement accounts, and benefits from jobs they held years ago.
VIDEO: Case Study: Simplifying Finances & Resetting Retirement Savings with the Hierarchy of Cash Flow
See how applying the Hierarchy of Cash Flow helped one couple streamline their finances and reset their retirement strategy with confidence.
How One Conversation Helped a Couple Unlock an Extra $62,316 in Retirement Income
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
VIDEO: Can I Still Get Marketplace Insurance If I Declined My Employer’s Plan?
A simple breakdown of what really happens when you decline job-based insurance—and whether marketplace coverage is still on the table.
VIDEO: Thanksgiving, Generosity & Apple Pie: A Warm Holiday Chat
In this warm and light-hearted Thanksgiving conversation, Dan and Leah sit down to talk about the heart of the holiday season: gratitude, generosity, and of course… apple pie. 🥧
VIDEO: PSLF Buyback Explained: How to Turn Past Forbearance Months Into Qualifying Payments
If you’ve worked 10+ years in public service but were placed in deferment or forbearance, the new PSLF Buyback program could help you reach forgiveness, even if those months didn’t originally count.
VIDEO: Year-End Reflection: How to Realign Your Values & Give with Purpose | Part 1
Join us in this special end-of-year conversation as we talk about slowing down, refocusing on what truly matters, and finding meaningful ways to give that don’t require opening your wallet.
VIDEO: 2026 Retirement Contribution Limits | IRS Announces Major Increases (401k, IRA, Roth, SIMPLE)
The IRS just announced the official 2026 contribution limits for 401(k)s, 403(b)s, IRAs, Roth IRAs, SIMPLE plans, and catch-up contributions, and there are some meaningful increases you don’t want to miss.
VIDEO: She Almost Lost $7,000 a Year for ‘Account Watching’ — The Truth About Hidden Fiduciary Conflicts
A 60-year-old nurse was almost convinced to move her $800,000 401(k) into an IRA with the same custodian, and it almost cost her nearly $7,000 a year in new advisory fees. All for what? “Someone watching her account.”
VIDEO: Case Study: How a 24-Year-Old Speech Pathologist Built Her Financial Foundation | Roth IRA | 401k
Meet Ella, a 24-year-old speech-language pathologist who just started her first full-time job and wanted help getting her finances organized.