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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 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.
VIDEO: If I Move to a No-Income-Tax State, Will My Pension Still Be Taxed?
If you’re thinking about moving to a state with no income tax, like Florida, Texas, or Tennessee, you may be wondering whether your current state can still tax your pension or retirement income.
VIDEO: Getting Married Later in Life? Financial Conversations You Must Have Before “I Do”
Getting married later in life comes with unique financial considerations that couples often overlook. Before you say “I do,” it’s important to have honest conversations about money, goals, and expectations.
VIDEO: She Thought She Had to Work Until 65 Until This Retirement Conversation Changed Everything
What if you could retire earlier than you think, but fear is holding you back?
VIDEO: SAVE Plan Ending? What Federal Student Loan Borrowers Need to Know Now
Big changes may be coming to federal student loans.
VIDEO: We Found a Nurse $62,000 in Pension Benefits She Didn’t Know About | Financial Planning Story
Most people have no idea they’re leaving money on the table, especially when it comes to old pensions, forgotten retirement accounts, and benefits from jobs they held years ago.
VIDEO: Case Study: Simplifying Finances & Resetting Retirement Savings with the Hierarchy of Cash Flow
See how applying the Hierarchy of Cash Flow helped one couple streamline their finances and reset their retirement strategy with confidence.
How One Conversation Helped a Couple Unlock an Extra $62,316 in Retirement Income
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
VIDEO: Can I Still Get Marketplace Insurance If I Declined My Employer’s Plan?
A simple breakdown of what really happens when you decline job-based insurance—and whether marketplace coverage is still on the table.