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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: Understanding Credit Scores

November 26, 2024 Personal Finance

From qualifying for loans and credit cards to renting an apartment or even getting a better rate on insurance, your credit score plays a bigger role in your life than you might realize.

VIDEO: Behind the Scenes: A Candid Conversation on Money

November 20, 2024 Personal Finance

At Dorval & Chorne Financial Advisors, we are honored to recognize exceptional individuals who positively impact their communities and enhance the quality of life for those around them. This month’s Quality of Life Nurse Award recipient decided to shake things up by flipping the script—and interviewing us!

VIDEO: Retirement Saving Options for Homemakers & Spouses of Working Partners

November 19, 2024 Retirement Funding

Planning for retirement can feel challenging when you’re not currently earning an income, but being a homemaker or a non-earning spouse doesn’t mean you have to put your retirement on hold. In fact, there are plenty of opportunities to build a solid financial future with the right strategies in place.

VIDEO: A Real Financial Wellness Solution for Employee Retention

November 12, 2024 Personal Finance

In this week’s episode, Dan and Leah explore the difference between perceived financial wellness solutions and authentic, effective strategies that contribute to employee retention. While many companies offer wellness solutions as part of their benefits package, not all of these initiatives are equally impactful. Dan and Leah discuss the importance of a well-structured financial wellness program and how it can improve employee satisfaction, engagement, and loyalty.

VIDEO: Public Service Loan Forgiveness Explained | Your Path to Student Loan Relief

November 12, 2024 Student Loans

Are you working in public service and feeling weighed down by student loans? The Public Service Loan Forgiveness (PSLF) program could be the answer you've been searching for to reach financial freedom. In this post, we'll break down everything you need to know about PSLF, including eligibility requirements, steps to qualify, and common pitfalls to avoid.

VIDEO: Protect Your Legacy: How an Irrevocable Life Insurance Trust (ILIT) Can Secure Your Family’s Future

November 5, 2024 Estate Planning

In this video, we’re diving into Irrevocable Life Insurance Trusts (ILITs)—a powerful estate planning tool designed to reduce estate taxes, avoid probate, and protect your loved ones. We’ll walk through what an ILIT is, how it works, key benefits, and important things to consider before setting one up. Whether you’re planning for future generations or simply exploring estate planning options, this guide will help you better understand ILITs and how they can fit into your financial plan!