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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: Understanding Liquidity

December 10, 2024 Personal Finance

Understanding liquidity is key to smarter financial decisions. In this video, we explain what liquidity means, why it’s important, and how it impacts your financial strategy.

VIDEO: Quality of Life Conversations: Gratitude and Contentment

November 28, 2024 Insights Personal Finance

As Thanksgiving approaches, it’s the perfect moment to pause, reflect, and embrace the power of gratitude. This season, we’re celebrating the joy of appreciating what we have, finding peace in the present, and cultivating contentment that lasts far beyond the holiday table.

VIDEO: Understanding Credit Scores

November 26, 2024 Personal Finance

From qualifying for loans and credit cards to renting an apartment or even getting a better rate on insurance, your credit score plays a bigger role in your life than you might realize.

VIDEO: Behind the Scenes: A Candid Conversation on Money

November 20, 2024 Personal Finance

At Dorval & Chorne Financial Advisors, we are honored to recognize exceptional individuals who positively impact their communities and enhance the quality of life for those around them. This month’s Quality of Life Nurse Award recipient decided to shake things up by flipping the script—and interviewing us!

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.