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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See how applying the Hierarchy of Cash Flow helped one couple streamline their finances and reset their retirement strategy with confidence.
In this warm and light-hearted Thanksgiving conversation, Dan and Leah sit down to talk about the heart of the holiday season: gratitude, generosity, and of course… apple pie. 🥧
Join us in this special end-of-year conversation as we talk about slowing down, refocusing on what truly matters, and finding meaningful ways to give that don’t require opening your wallet.
Meet Ella, a 24-year-old speech-language pathologist who just started her first full-time job and wanted help getting her finances organized.
Daniel Dorval, CFP®, recently joined Chuck Jaffe on his Money Life podcast to discuss his book, Financial Success for the Rest of Us.
Scarcity vs. Abundance: A Different Way to Think About Money
Twenty years ago, Dan wrote Financial Success for the Rest of Us, a guide to navigating money, investing, and building a secure future. Now, two decades later, he’s revised the book to reflect today’s financial world and the changes are eye-opening.
The famous 4% rule has guided retirees for over 30 years, but its creator, William Bengen, now says the safe withdrawal rate should be closer to 4.7%.
If you’re debt-free, have a solid emergency fund, and still find yourself with thousands left over each month… should you stop saving?
Should you convert to a Roth IRA? We cover the key pros, cons, and timing strategies—plus situations where a conversion might not make sense at all.