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.
In this video, Dan and Leah discuss one of Leah's client meetings, centered around IRMAA surcharges. Having a significant income increase can impact how much you pay for Medicare premiums. Watch to learn more and here tips on how you can mitigate the surcharge risk.
The Federal Reserve's interest rate changes affect us all, but do you know how? In this video, we’ll break down the 3 key ways Fed interest rates impact your finances—from borrowing costs and savings to inflation and everyday expenses. Whether you’re looking to buy a home, grow your savings, or understand how inflation works, this guide will help you make sense of it all!
Do you struggle with people pleasing? Has people pleasing impacted your finances? In today's video, Dan and Leah discuss overcoming people pleasing, being able to say "no", and setting boundaries.
In this video, we discuss the Pilot Program that allows employers to test drive our group-sponsored financial advisory program at no cost. We also discuss the EBSA and the Department of Labor's view of the support employers should provide to their employees.
Are you ready to unlock the secret to growing your wealth? In this video, we break down the powerful concept of compound interest and show you how it can work wonders for your financial future.
In this video, Dan discusses a recent pickleball injury and how his experience in treating the injury relates to the puzzle pieces of financial planning. If you're in a situation where you don't know what to do, you will want to watch this Quality of Life conversation.