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.
Explore the critical connection between marriage and finances. Receive practical tips to navigate money matters together as a couple. From open communication and budgeting strategies to avoiding a gray divorce, this guide helps partners strengthen their financial and emotional bonds for a lasting marriage.
Money can be a major stressor in marriage, but it doesn’t have to be! In this video, we’re diving into the essentials of managing finances as a couple.
If you have a life insurance policy or annuity that no longer meets your needs, a 1035 exchange could be a tax-efficient way to upgrade to a different policy—possibly without triggering taxes!
Are you a nurse, teacher, or government employee? If so, you might have access to a 457 plan—one of the best-kept secrets in retirement planning!
In today’s Quality of Life Conversation, we share the story of a nurse who used our Group-sponsored Financial Advisory Program to get a second opinion on her retirement plan. What she discovered was alarming—she was being steered toward a financial product that benefited the advisor more than her.
