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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: Understanding Liquidity

December 10, 2024 Personal Finance

Understanding liquidity is key to smarter financial decisions. In this video, we explain what liquidity means, why it’s important, and how it impacts your financial strategy.

VIDEO: Rule of 55 Explained

December 2, 2024 Retirement Funding

Are you 55 or older and thinking about accessing your retirement savings early? The Rule of 55 might be the solution you need! In this video, I break down what the Rule of 55 is, how it works, and who can benefit. Learn how you can withdraw from your 401(k) or 403(b) penalty-free, along with the important considerations you should keep in mind. Don’t forget to like, subscribe, and share this video with anyone who might find it helpful!

VIDEO: Quality of Life Conversations: Gratitude and Contentment

November 28, 2024 Insights Personal Finance

As Thanksgiving approaches, it’s the perfect moment to pause, reflect, and embrace the power of gratitude. This season, we’re celebrating the joy of appreciating what we have, finding peace in the present, and cultivating contentment that lasts far beyond the holiday table.

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.