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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: Why Planning Matters More Than Money
What if money wasn’t the problem… but the lack of a plan? So many people believe that more income, a big bonus, or even winning the lottery would solve their financial stress. But as we’ve seen time and time again, money without direction rarely leads to lasting peace or security.
VIDEO: Financial Health vs. Financial Well-Being: What Really Matters?
What if the way you feel about your finances doesn’t actually match reality?
VIDEO: How Much Emergency Savings Do I Actually Need at My Income Level?
The traditional “3–6 months of expenses” rule doesn’t always work for households earning six figures, managing variable income, stock compensation, childcare, or complex financial lives.
VIDEO: Do Millennials Really Have to Choose Between Buying a Home and Retirement?
According to the Nationwide Retirement Institute, 58% of millennials believe they have to choose between buying a home and saving for retirement. That belief creates a lot of stress and in many cases, unnecessary financial pressure.
VIDEO: How Do I Enjoy Life Now and Build Long-Term Wealth?
How do you enjoy life now without sacrificing your long-term financial future?
VIDEO: How to Choose the Right Investments in Your 401(k) (Without Overthinking It)
Choosing investments inside your 401(k) doesn’t have to be complicated, but for many people, it feels overwhelming.
VIDEO: Retirement Planning Case Study | How to Balance College, Pensions & Peace of Mind
If you’re in your 40s or 50s, earning a solid income, and still wondering “Am I actually doing the right things?”, this case study is for you.
VIDEO: A Smarter Way to Manage Money: The Hierarchy of Cash Flow Explained
As we head into a new year, many people recommit to their finances, saving more, investing more, and “doing all the right things.” But what if the problem isn’t what you’re doing… it’s the order you’re doing it in?
VIDEO: Should You Keep Contributing to a Roth 401(k) After Opening a Roth IRA?
You Don’t Have to Choose Just One: Using a Roth IRA and Roth 401(k) Together
Spark Joy and Shred the Rest
If you’ve ever watched one of those organizing shows where people finally part with boxes of unused clutter, you know how freeing it looks. Closets get lighter. Shelves get clearer. Stress levels drop.
Now imagine applying that same feeling to your financial paperwork.