VIDEO: Understanding Insurance Contracts
Whether you're a seasoned professional or a beginner looking to protect your assets, this guide will provide you with valuable insights.
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.
Whether you're a seasoned professional or a beginner looking to protect your assets, this guide will provide you with valuable insights.
In this video, we discuss quality of life through travel! We share stories about our personal travel, travel tips, and the importance of prioritizing the things that matter to you to improve your quality of life. Don't miss the story Dan shares that brought Leah to tears!
In this video, we break down the best retirement plan options tailored for busy business owners.
In this video, we break down everything you need to know about the Uniform Gift to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts. Learn how you can use these custodial accounts to build a financial foundation for your children. We'll cover:
Dan and Leah discuss what happened this week. Topics of discussion include elder abuse, competing priorities, realigning resources, and more.
In this video, you'll learn about why you may need a will, some key components of a will, ways to disperse your assets if your heirs predecease you, and how to avoid conflict over your wealth.