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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: Should You Save for College or Focus on Retirement First? | Financial Planning for Parents
As parents, we want to give our children every opportunity, including a great education. But what happens when saving for college competes with saving for your own retirement?

VIDEO: What’s Really Happening with Healthcare Subsidies During the Government Shutdown? | Financial Q&A
Dan and Leah unpack the real effects of the government shutdown on Marketplace coverage and your financial plan.

VIDEO: Should You Max Out Your HSA Before Increasing Retirement Contributions?
Should you max out your HSA before contributing more to your 401(k) or IRA?

VIDEO: When Real Estate Becomes a Cash Flow Trap | Smart Retirement Planning Strategies
How one investor’s property portfolio kept her from retiring—and the strategy that set her free.

VIDEO: Smart Roth IRA Strategy: Lower Your Taxable Income and Save on Health Premiums
Are you buying health insurance through the Marketplace and worried about losing your subsidy? Your taxable income determines how much help you get and how much you pay for health insurance premiums.

Dan Dorval Featured on the Money Life with Chuck Jaffe Podcast
Daniel Dorval, CFP®, recently joined Chuck Jaffe on his Money Life podcast to discuss his book, Financial Success for the Rest of Us.

VIDEO: AI Financial Advisors vs. Human Financial Advisors: Can Technology Replace the Human Touch?
Artificial intelligence is transforming the financial planning world, but can an AI truly replace a human financial advisor?

VIDEO: Scarcity vs. Abundance: How Your Mindset Shapes Financial Success
Scarcity vs. Abundance: A Different Way to Think About Money

VIDEO: Will I Be Penalized If I Don’t Go on Medicare at 65? | What to Know Before Delaying Enrollment
Turning 65 and wondering if you have to enroll in Medicare right away?
