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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What does it really mean to be financially successful and why does planning matter more than tactics, products, or rules of thumb?
If a large portion of your income comes from bonuses or commissions, your financial plan needs to work differently.
What if money wasn’t the problem… but the lack of a plan? So many people believe that more income, a big bonus, or even winning the lottery would solve their financial stress. But as we’ve seen time and time again, money without direction rarely leads to lasting peace or security.
What if the way you feel about your finances doesn’t actually match reality?
The traditional “3–6 months of expenses” rule doesn’t always work for households earning six figures, managing variable income, stock compensation, childcare, or complex financial lives.
How do you enjoy life now without sacrificing your long-term financial future?
As we head into a new year, many people recommit to their finances, saving more, investing more, and “doing all the right things.” But what if the problem isn’t what you’re doing… it’s the order you’re doing it in?
If you’ve ever watched one of those organizing shows where people finally part with boxes of unused clutter, you know how freeing it looks. Closets get lighter. Shelves get clearer. Stress levels drop.
Now imagine applying that same feeling to your financial paperwork.
If you’re thinking about moving to a state with no income tax, like Florida, Texas, or Tennessee, you may be wondering whether your current state can still tax your pension or retirement income.
Getting married later in life comes with unique financial considerations that couples often overlook. Before you say “I do,” it’s important to have honest conversations about money, goals, and expectations.