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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: 2025 IRS Contribution Limit Changes

December 30, 2024 Retirement Funding

🚨 2025 IRS Contribution Limits Are Here! 🚨 The IRS has announced new contribution limits for 2025, offering more opportunities to save in tax-advantaged accounts. Highlights include increased limits for 401(k)s, IRAs, Roth IRAs, and HSAs. For example, 401(k) limits are now $23,500 with an additional $7,500 catch-up for those 50 and older. Learn how these updates can boost your financial strategy, reduce taxable income, and help you stay on track for your goals. Watch our video featuring Leah and Dan from Dorval & Chorne for tips and insights!

VIDEO: New Year's 2025: Resolutions vs Habits

December 26, 2024 Insights

As we welcome New Year's 2025, it's the perfect time to reflect on your financial wellness and improve your quality of life! In this episode, Dan and Leah explore their unique perspectives on starting the New Year right.

VIDEO: Understanding Your Social Security Statement

December 23, 2024 Insights

Your Social Security statement holds valuable information about your financial future, yet many people overlook its importance. In this video, we’ll guide you through the key sections of your statement, helping you understand how it impacts your retirement planning.

VIDEO: Should Divorce Be Considered to Protect Assets?

December 18, 2024 Personal Finance

In today’s Quality of Life Conversation, Dan and Leah tackle a surprising topic: when an attorney suggests divorce to protect assets. How does this impact financial planning and quality of life?

VIDEO: What Is Vesting? Understand Your Retirement Plan Like a Pro

December 17, 2024 Retirement Funding

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.

VIDEO: Creating a Meaningful & Personal Holiday Season

December 11, 2024 Insights

Are you tired of the holiday season feeling more like a shopping marathon than a time of love, joy, and connection? We get it. With all the ads, sales, and societal pressures, it’s easy to lose sight of what makes this season truly magical.