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Enjoy our blog to find additional tips for financial wellness

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.

VIDEO: Navigating Noise in Uncertain Times

March 13, 2025 Insights Personal Finance

With all the changes happening in the government, it’s no surprise that people are feeling uncertain about their finances. We’ve been receiving a lot of questions from clients who are concerned about what’s next—so in this video, we’re breaking down how to navigate the noise, stay focused, and make confident financial decisions in uncertain times. No matter what’s happening around you, controlling what you can control will help you stay on track. Watch now to gain clarity and confidence!

VIDEO: What to Do with Your Tax Refund | Smart Money Moves!

March 11, 2025 Personal Finance

Got a tax refund? Before you blow it on impulse buys, let’s talk about how to make the most of it!

VIDEO: When is the RIGHT Time to Do a Roth Conversion?

February 24, 2025 Retirement Funding Personal Finance

Thinking about doing a Roth conversion, but not sure if it’s the right move? In this video, Leah breaks down when a Roth conversion makes the most sense—and when it doesn’t. Learn how to take advantage of tax savings, reduce future required minimum distributions (RMDs), and maximize your retirement wealth!

Marriage and Finances: Building a Stronger Partnership

February 14, 2025 Personal Finance

Explore the critical connection between marriage and finances. Receive practical tips to navigate money matters together as a couple. From open communication and budgeting strategies to avoiding a gray divorce, this guide helps partners strengthen their financial and emotional bonds for a lasting marriage.

VIDEO: Marriage & Money: How to Manage Finances as a Team

February 12, 2025 Personal Finance

Money can be a major stressor in marriage, but it doesn’t have to be! In this video, we’re diving into the essentials of managing finances as a couple.

VIDEO: Understanding the 1035 Exchange: How to Switch Your Life Insurance or Annuity Potentially Tax-Free!

February 11, 2025 Personal Finance

If you have a life insurance policy or annuity that no longer meets your needs, a 1035 exchange could be a tax-efficient way to upgrade to a different policy—possibly without triggering taxes!