
VIDEO: Should You Drop Your Long-Term Disability Insurance? Here’s What to Consider
Are you wondering if it’s finally time to cancel your long-term disability insurance policy?
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.
Filter byCategory:

Are you wondering if it’s finally time to cancel your long-term disability insurance policy?

Thinking about splitting your time between states or spending winters in a warmer climate? Before you chase the sun, make sure your tax situation is airtight.

In this heartwarming and honest conversation, Dan and Leah dive into the topic of getting a late start on retirement planning — and why it’s never too late to take control of your financial future.

Are you planning for retirement and wondering how much you’ll need each year? In this video, Certified Financial Planner® Leah Woodly explains the Retirement Smile.

Are you unsure how to make the most of your 401(k), 403(b), or 457 plan? In this video, Dan and Leah walk you through the key things you need to know to confidently invest within a retirement plan.

Max out your 401(k) or invest in real estate? It’s a common question—and the answer isn’t the same for everyone. In this video, we break down the pros and cons of both strategies so you can figure out what makes the most sense for your goals, lifestyle, and risk tolerance.

In this episode, Dan and Leah dive into a crucial topic: When is the right time to start planning for retirement? Whether you’re in your 20s, 30s, 40s, or even your 50s, this conversation offers practical tips, insights, and common pitfalls to avoid when it comes to retirement planning.

In this video, Dan and Leah discuss a question they get frequently: “How much do I need to be able to retire comfortably?”

Wondering whether to contribute to a Roth or traditional retirement account? This video breaks down the key differences between Roth and traditional IRAs and 401(k)s, explains how to decide between pre-tax and post-tax contributions, and dives into advanced strategies like the backdoor Roth IRA.

In this video, we continue the conversation of how financial planning strategies vary depending on your current level of wealth — and why that matters.