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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: What You Should Do if You’re Getting a Late Start in Retirement Planning
In this heartwarming and honest conversation, Dan and Leah dive into the topic of getting a late start on retirement planning — and why it’s never too late to take control of your financial future.
VIDEO: How Remarriage Impacts Social Security Benefits
Are you wondering how remarriage affects Social Security survivor benefits?
How to Make the Most of Your Charitable Contributions
If you’re someone who feels called to give whether it’s to your church, your alma mater, or a favorite nonprofit—you’re not alone. Giving generously is one of the most rewarding ways to use your money. But what if you could give and be smart about it? What if your charitable contributions could not only support causes you care about, but also reduce your tax burden?
VIDEO: What Is the Retirement Smile? Why It Matters for Retirement Income Planning
Are you planning for retirement and wondering how much you’ll need each year? In this video, Certified Financial Planner® Leah Woodly explains the Retirement Smile.
Cutting Through the Noise: Why Financial Advice Feels So Confusing
Why is financial planning so confusing for so many people? In short—because there’s a lot of money in the financial world. And wherever there’s money, there are people trying to take advantage of it.
VIDEO: How to Invest Within a Retirement Plan
Are you unsure how to make the most of your 401(k), 403(b), or 457 plan? In this video, Dan and Leah walk you through the key things you need to know to confidently invest within a retirement plan.
VIDEO: Max Out Your 401(k) or Invest In Real Estate?
Max out your 401(k) or invest in real estate? It’s a common question—and the answer isn’t the same for everyone. In this video, we break down the pros and cons of both strategies so you can figure out what makes the most sense for your goals, lifestyle, and risk tolerance.
VIDEO: When Should You Start Planning for Retirement?
In this episode, Dan and Leah dive into a crucial topic: When is the right time to start planning for retirement? Whether you’re in your 20s, 30s, 40s, or even your 50s, this conversation offers practical tips, insights, and common pitfalls to avoid when it comes to retirement planning.
Catastrophizing and Financial Planning: Why Your Outlook Matters
When someone believes the future is bleak, it can be hard to make confident decisions—especially about money. In this post, Daniel Dorval, CFP®, explores how a mindset of “catastrophizing” can impact financial planning, and why shifting the focus to quality of life and personal values can make all the difference.
VIDEO: When Should I Start Taking Social Security Benefits? | Pros & Cons of Claiming Early vs. Waiting
Wondering when the right time is to start taking Social Security? In this video, we break down everything you need to know—whether you’re thinking about claiming at age 62, full retirement age, or waiting until 70.