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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: A Real Financial Wellness Solution for Employee Retention

November 12, 2024 Personal Finance

In this week’s episode, Dan and Leah explore the difference between perceived financial wellness solutions and authentic, effective strategies that contribute to employee retention. While many companies offer wellness solutions as part of their benefits package, not all of these initiatives are equally impactful. Dan and Leah discuss the importance of a well-structured financial wellness program and how it can improve employee satisfaction, engagement, and loyalty.

VIDEO: FSAs vs HSAs vs Dependent Care FSAs: Which One is Right for You?

October 27, 2024 Insurance Personal Finance

Looking to save on healthcare or dependent care expenses? Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), and Dependent Care FSAs offer great tax advantages, but each account has its own rules and benefits.

VIDEO: Navigating Financial Planning through Vulnerable Times

October 26, 2024 Personal Finance

In this week's video, Dan and Leah dive into the complexities of making financial decisions during life's vulnerable moments. They share the story of a recent widow suddenly faced with an overwhelming number of choices, all while receiving advice from multiple people, each with different viewpoints. Feeling lost and unsure who to trust, she needed guidance to find her footing.

VIDEO: A Lookback - 5 Minutes of Some of Our Favorite Moments

October 23, 2024 Personal Finance

Today, we take a look back. In a world full of distractions, it's easy to lose focus on what truly matters. We hope this video inspires you to block out the noise and concentrate on the steps that bring you closer to your quality of life goals. Let's focus on what we can control, together.

VIDEO: Money & Mermaid Fins...Quality of Life from ages 6 to 75

October 17, 2024 Personal Finance

In this week's video, we discuss responses of people from ages 6 to 75 on what is the one thing that would bring them the most quality of life. We're sure you'll be surprised by some of the responses and the trends we've found.

VIDEO: What Are ETFs? A Beginner's Guide to Exchange Traded Funds

October 14, 2024 Investment Personal Finance

Are you curious about Exchange Traded Funds (ETFs) and how they work? In this video, we break down everything you need to know about ETFs, from what they are to how they can help you diversify your portfolio. Whether you're new to investing or looking for more ways to build wealth, ETFs can be a great tool.