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.
Are you leaving money on the table? In this video, we break down what vesting means and how it impacts your retirement savings. Whether you’re saving in a 401(k) or 403(b), understanding your employer’s vesting schedule can help you make smarter career and financial decisions.
Are you 55 or older and thinking about accessing your retirement savings early? The Rule of 55 might be the solution you need! In this video, I break down what the Rule of 55 is, how it works, and who can benefit. Learn how you can withdraw from your 401(k) or 403(b) penalty-free, along with the important considerations you should keep in mind. Don’t forget to like, subscribe, and share this video with anyone who might find it helpful!
Planning for retirement can feel challenging when you’re not currently earning an income, but being a homemaker or a non-earning spouse doesn’t mean you have to put your retirement on hold. In fact, there are plenty of opportunities to build a solid financial future with the right strategies in place.
Are you 50 or older and looking to boost your retirement savings? In this video, we break down everything you need to know about catch-up contributions to your retirement accounts! Learn how much extra you can contribute to your 401(k), IRA, or other retirement plans, and find out why this strategy could be a game-changer for your financial future.
In this video, we discuss cases where our Group Sponsored Advisory Program had a significant impact in helping to provide employees with answers to their most pressing concerns.
In this video, we discuss quality of life through travel! We share stories about our personal travel, travel tips, and the importance of prioritizing the things that matter to you to improve your quality of life. Don't miss the story Dan shares that brought Leah to tears!