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.
In this video, we discuss cases where our Group Sponsored Advisory Program had a significant impact in helping to provide employees with answers to their most pressing concerns.
Navigating Medicare can be overwhelming, but it doesn’t have to be! In this video, we break down the essentials of Medicare, including what it is, who it’s for, and how it works. We cover the four main parts—Part A, Part B, Part C, and Part D—so you’ll know exactly what each one covers. Plus, we’ll walk you through the enrollment process, costs, and how to choose the right plan for your needs.
In this video, Dan discusses a recent pickleball injury and how his experience in treating the injury relates to the puzzle pieces of financial planning. If you're in a situation where you don't know what to do, you will want to watch this Quality of Life conversation.
Are you confused about which life insurance policy is right for you? In this video, we break down the key differences between Annual Renewable Term, Level Term, and Decreasing Term life insurance policies.
In today’s fast-paced world, ambition drives us to reach new heights, but it often comes with the risk of losing balance. Today, we discuss how Dan navigated a career change and built his business while prioritizing his family, the FIRE movement, the impact of social media on the pursuit of our ambitions, and creating balance and boundaries to have quality of life now and in the future.
Are you getting close to retirement or have you inherited a retirement account? Understanding Required Minimum Distributions (RMDs) is essential for managing your retirement savings and avoiding costly penalties.