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.
Wondering how to save and invest for your child while balancing your own financial goals? In this video, I’ll break down where saving for your child can potentially fit into your overall financial plan and some ways to do it!
Thinking about using a HELOC (Home Equity Line of Credit) to fund a big home project? Before you dive in, let’s break down the pros, cons, and alternative options to help you decide if it’s the right choice for you!
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!
Got a tax refund? Before you blow it on impulse buys, let’s talk about how to make the most of it!
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!
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.