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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: 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?
VIDEO: What Is the 15-Year Catch-Up Contribution Rule for 403(b) Plans? | Retirement Savings Explained
Have you heard of the 15-year catch-up contribution rule for 403(b) plans? This little-known provision could allow long-term employees of schools, hospitals, churches, and other nonprofits to contribute thousands of dollars more toward retirement.
VIDEO: Retirement Planning: Then vs. Now | What’s Changed in 25 Years
Retirement planning isn’t what it used to be. Twenty-five years ago, pensions were common, people worked longer, and the financial landscape looked very different. Today, the responsibility has shifted more onto individuals, with 401(k)s, Roth accounts, and longer life expectancies changing the game.
VIDEO: Medicare Open Enrollment 2025: What You Need to Know Before December 7th
Medicare Open Enrollment is here! From October 15 – December 7, you have the opportunity to review and make changes to your Medicare coverage. Whether you’re considering switching plans, updating your prescription drug coverage, or just making sure your current plan still works for you, this video breaks down everything you need to know.
VIDEO: Financial Success for the Rest of Us Then & Now: Lessons from 20 Years of Personal Finance
Twenty years ago, Dan wrote Financial Success for the Rest of Us, a guide to navigating money, investing, and building a secure future. Now, two decades later, he’s revised the book to reflect today’s financial world and the changes are eye-opening.
VIDEO: Am I Saving Too Much for Retirement? How to Know If You’re Oversaving
Most financial advice warns about not saving enough for retirement, but what if you’re saving too much?
VIDEO: What to Know Before Hiring a Financial Advisor | Common Misconceptions & Red Flags
Thinking about hiring a financial advisor but not sure what to expect?