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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: 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.
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.