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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: Retirement Plan Savings Options for Entrepreneurs

July 9, 2024 Retirement Funding

In this video, we break down the best retirement plan options tailored for busy business owners.

VIDEO: Understanding Custodial Accounts

July 2, 2024 Investment

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:

VIDEO: What Happened This Week -- Elder Abuse, Competing Priorities, and More!

June 26, 2024 Personal Finance

Dan and Leah discuss what happened this week. Topics of discussion include elder abuse, competing priorities, realigning resources, and more.

VIDEO: Estate Planning: A Guide to Understanding a Will

June 23, 2024 Estate Planning

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.

VIDEO: Basics of a Power of Attorney

June 22, 2024 Estate Planning

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.

VIDEO: How should I be contributing to my retirement plan?

June 16, 2024 Retirement Funding

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.