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 explain the purpose of a power of attorney and why you may need to have a power of attorney in place. A power of attorney is a critically important part of an estate plan that can protect you in various ways.
In this video, we discuss the importance of diversifying your retirement plan contributions. We'll address what pretax and Roth mean in the context of your retirement plan contributions. We'll answer the question you may have on how much you should contribute towards each bucket and if and when you should open a Roth IRA.
In this Quality of Life Conversation with Dan and Leah, they discuss how to realign your resources to achieve your goals. They reference a specific case of a 60-year-old couple, discuss realignment for young people, and catch-up contributions for those that are near retirement.
Your money and your health can both impact your quality of life. In this video, we discuss the importance of self-care in your overall financial well-being. We talk about how we navigate self-care, being intentional and what we would recommend for those who struggle with self-care.
In this video, we discuss what estate planning is, the risks of not having an estate plan, who you may need to help develop your estate plan, and ways to get estate documents drafted at little to no cost.
In this episode, we discuss a transition that not a lot of people talk about--empty nesting. Learn from Dan's experience with empty nesting and how we each view that new stage of life.