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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: Retirement Plan Savings Options for Entrepreneurs

July 9, 2024 Retirement Funding

In this video, we break down the best retirement plan options tailored for busy business owners.

VIDEO: How should I be contributing to my retirement plan?

June 16, 2024 Retirement Funding

In this video, we discuss the importance of diversifying your retirement plan contributions. We'll address what pretax and Roth mean in the context of your retirement plan contributions. We'll answer the question you may have on how much you should contribute towards each bucket and if and when you should open a Roth IRA.

VIDEO: Quality of Life Planning®: Realigning Resources the Key to Quality of Life Now and in the Future

June 14, 2024 Retirement Funding

In this Quality of Life Conversation with Dan and Leah, they discuss how to realign your resources to achieve your goals. They reference a specific case of a 60-year-old couple, discuss realignment for young people, and catch-up contributions for those that are near retirement.

VIDEO: Quality of Life Planning®: Self Care

June 13, 2024 Retirement Funding

Your money and your health can both impact your quality of life. In this video, we discuss the importance of self-care in your overall financial well-being. We talk about how we navigate self-care, being intentional and what we would recommend for those who struggle with self-care.

VIDEO: Quality of Life Planning: Navigating Empty Nesting

June 11, 2024 Retirement Funding

In this episode, we discuss a transition that not a lot of people talk about--empty nesting. Learn from Dan's experience with empty nesting and how we each view that new stage of life.

VIDEO: Quality of Life Planning®: You Can Do THIS with Your Retirement Contributions to Achieve Your Goals

June 6, 2024 Retirement Funding

In this video Dan and Leah discuss what happened in recent meetings and give you permission to do THIS with your retirement contributions to help you achieve your quality of life goals.