VIDEO: 59 ½? Beware This 401(k) Rollover Sales Trick!

by Dan Dorval & Leah Woodly

In today’s Quality of Life Conversation, we share the story of a nurse who used our Group-sponsored Financial Advisory Program to get a second opinion on her retirement plan. What she discovered was alarming—she was being steered toward a financial product that benefited the advisor more than her.

If you’re in your late 50s, don’t fall victim to these high-cost tactics. Watch this video to learn what to avoid and how to ensure your financial future is secure.

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.