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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: Planning for Financial Independence: A Real Conversation
In this video, Dan and Leah sit down to talk honestly about financial independence: what it really takes to plan for it, common blind spots that can derail your progress, and how Quality of Life Planning® can help you stay on track even when your goals change.
VIDEO: Can Grandparents Contribute to a 529?
Can grandparents contribute to a 529 plan? Absolutely, and it can be one of the best ways to help a grandchild pay for college!
VIDEO: Die With Zero: How to Make It Work (and What to Watch Out For!)
In this video, we dive deep into the concept of “Die With Zero”, the idea of intentionally spending down your wealth so you maximize your life experiences without leaving a large balance at the end.
VIDEO: Do I Need Life Insurance if I’m Single?
Do you really need life insurance if you’re single? The answer isn’t always straightforward.
VIDEO: Should I save for retirement if I have a pension?
If you have a pension, you might be asking: Do I really still need to save for retirement? In this video, I’ll break down why the answer is usually yes. You’ll learn firsthand why having extra retirement savings matters.
The Nurse Who Never Won an Award—And Why That Says Everything
A powerful story about a dedicated nurse, a well-earned retirement, and why real recognition goes beyond plaques and praise.
VIDEO: Retirement Planning Under Challenging Conditions: A Case Study | Debt | Marriage
In this heartfelt conversation, Dan and Leah share how Quality of Life Planning® helped a woman and her husband find a healthier financial path forward.
VIDEO: Should You Drop Your Long-Term Disability Insurance? Here’s What to Consider
Are you wondering if it’s finally time to cancel your long-term disability insurance policy?
VIDEO: The Truth About Long-Term Disability Insurance: What No One Tells You
Long-term disability (LTD) insurance is meant to protect your income when you can’t work, but getting a claim approved is often more difficult than people expect.
VIDEO: The Snowbird Tax Trap: Don’t Let Residency Rules Cost You
Thinking about splitting your time between states or spending winters in a warmer climate? Before you chase the sun, make sure your tax situation is airtight.