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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: Quality of Life Planning®: Group Advisory Program

June 5, 2024 Retirement Funding

In this video learn more about how thousands of nurses and other healthcare professionals have access to financial planning and advice through Dorval & Chorne's Group Advisory Program.

VIDEO: Quality of Life Planning®: How We Do Financial Planning

June 3, 2024 Retirement Funding

In this video, learn about Quality of Life Planning® and how it may differ from your perspective of financial planning. Learn the history of Dorval & Chorne Financial Advisors, how we started working with nurses, and how Dan & Leah both transitioned into financial planning from the same field.

VIDEO: Is Health Insurance Stopping You from Retiring?

June 2, 2024 Insurance

Health insurance is one of the major concerns among those considering retirement. In this video, we debunk two of the most common myths regarding health insurance among those who are retiring before age 65. If you're worried about costs or the quality of care, watch this.

The Game-Changer Your Workforce Needs

April 16, 2024 Insights

In the fast-evolving landscape of employee benefits, it is no longer enough to offer less personalization and more generic information. It is important employers understand employees are already overwhelmed with information and want to know what to do rather than just have more information thrown at them. It is critically important to engage with employees not just professionally, but also personally, in helping to achieve their financial goals. Enter the Quality of Life Planning® Application (QoLa™) – the game-changer your workforce needs!

Unused 529 to Roth IRA Conversions

February 20, 2024 College Planning

We met with a young couple that just had their first baby and wanted to learn more about contributing to a 529 for their child. One of their main concerns is what happens to the money if they do not use the 529 for college? That question has caused many parents to procrastinate about using 529s for college savings resulting in less opportunity to fund school for their children. Secure Act 2.0 helped alleviate that concern!

Beyond Returns: How Financial Planning Transforms Lives in the Face of Terminal Illness

December 12, 2023 Insights

Financial planning often elicits ideas of investment strategies and maximizing returns. However, its true essence is revealed in moments that demand compassion, empathy, and support beyond mere financial gain. Recently, I encountered a poignant scenario that underscored the profound impact of financial planning in the face of life-altering circumstances. A nurse, grappling with a terminal diagnosis, entrusted us with the daunting task of navigating her financial landscape. In this instance, the traditional metrics of investment portfolios took a backseat to addressing immediate needs and securing her future, whatever it might hold.