Dorval & Chorne Financial Advisors

07/02/2026

🏆 We are so excited to honor another incredibly deserving nurse with this month's Quality of Life Nurse Award! 🎉
This month, we're celebrating Tanya, an oncology nurse at Abbott Northwestern Hospital with an amazing 28-year nursing career. 💛
Here's what her nominator shared:
"Tanya is a highly skilled and compassionate nurse. I have worked with Tanya for over 25 years, and I have seen first-hand her professionalism and commitment to our oncology patients. Her compassion and nursing skills she provides our patients and staff is amazing. Tanya brings an appropriate sense of humor to our patients that eases their anxiety and fear of what lies ahead as they journey through the most challenging time in their lives. Tanya's leadership and calmness promotes teamwork with coworkers to keep everyone focused on what matters most. The patient."
What a beautiful tribute to a nurse who clearly makes a difference every single day! 👏
🎥 Watch the full video here: https://youtu.be/aKHbisOyTig
After over 25 years of providing financial planning and advice to primarily nurses, we felt it was time to give back and recognize nurses for the quality of life they bring to others. This award has been given each month since April 2024.
💌 Know a nurse deserving of this recognition? Nominate them here: https://dorvalchorne.com/nurse-programs/quality-of-life-nurse-award/

06/29/2026

💰 Have company stock sitting in your 401(k)? Don't roll it into an IRA without talking to Dan or Leah first!
There's a little-known tax strategy called Net Unrealized Appreciation (NUA) that could save you thousands when you retire. In this video, Dan and Leah break down:
✅ What NUA actually is
✅ How it can lower your taxes on appreciated company stock
✅ Who benefits most from this strategy
✅ Common mistakes that can wipe out the NUA opportunity for good
✅ Why NUA isn't right for everyone
✅ How it fits into retirement, estate, and charitable planning
✅ Real examples of when NUA can create real value
If you've worked for a company like Amazon, Apple, Google, or another long-term growth company, you may have significant unrealized gains in your employer stock. Before you roll over your 401(k), it's worth a conversation with Dan and Leah to make sure you're not leaving money on the table. 📈
Watch the full video here: https://youtu.be/Ot0ZqdN8A1A

Are you retiring with company stock inside your 401(k)? Before you ...

06/28/2026

Here's the updated version with Dan and Leah front and center:

💰 Have company stock sitting in your 401(k)? Don't roll it into an IRA without talking to Dan or Leah first!

There's a little-known tax strategy called Net Unrealized Appreciation (NUA) that could save you thousands when you retire. In this video, Dan and Leah break down:

✅ What NUA actually is
✅ How it can lower your taxes on appreciated company stock
✅ Who benefits most from this strategy
✅ Common mistakes that can wipe out the NUA opportunity for good
✅ Why NUA isn't right for everyone
✅ How it fits into retirement, estate, and charitable planning
✅ Real examples of when NUA can create real value

If you've worked for a company like Amazon, Apple, Google, or another long-term growth company, you may have significant unrealized gains in your employer stock. Before you roll over your 401(k), it's worth a conversation with Dan and Leah to make sure you're not leaving money on the table. 📈

Watch the full video here: https://youtu.be/Ot0ZqdN8A1A

Are you retiring with company stock inside your 401(k)? Before you ...

06/19/2026

Are you following the wrong financial advice? 🤔

Most financial advice is built for the "average" person — but your life isn't average. In our latest video, we break down why a real financial plan starts with your values and priorities, not generic rules or retirement calculators. 💡

You'll learn:
✔️ Why retirement calculators can be misleading
✔️ How your values should guide financial decisions
✔️ The Hierarchy of Cash Flow — and where to focus first
✔️ How to balance competing priorities like debt, savings, and childcare
✔️ Why financial planning is a marathon, not a sprint 🏃‍♀️

Whether you're just starting out or preparing for retirement, this one's for you. 👇

▶️ https://youtu.be/eBeQ-4ZwX4o

Most financial advice is designed for the average person, but what ...

06/12/2026

📊 Mid-Year Market Update is here!
If you've been watching the news lately and feeling a little uneasy — even though your account balances look fine — you're definitely not alone. 😅 That disconnect is something a lot of people are experiencing right now, and Dan and Leah tackle it head-on in this conversation.
They talk about what's really behind the worry, how to tune out the noise 📰, and how staying focused on YOUR goals makes all the difference. 🎯
Whether you're getting close to retirement 🌅, already there, or just trying to make sense of what's going on out there — this one's worth your time. 👇

🎥 https://youtu.be/J0OgFa-gg34

As we reach the halfway point of 2026, many investors are feeling a...

06/05/2026

🏆✨ June 2026 Quality of Life Nurse Award ✨🏆
We are SO excited to honor this month's incredible recipient — Amber, an ICU nurse at Methodist Hospital who is truly one of a kind! 💙
Here's what her nominator had to say:
"Amber is dedicated to serving her community, patients, children, and coworkers. She provides high-quality, evidence-based, compassionate care to all of her patients. She is a dedicated team member and will jump in to help others at a moment's notice. She is one of the hardest working nurses I know — continuing to work in the ICU while attending a rigorous doctorate-level program for nurse anesthesia. She is also a single mom of 3 kiddos. I can't think of anyone more deserving of this award."
👩‍⚕️ Nurses like Amber remind us every day why this award exists. After over 25 years of providing financial planning and advice to nurses, we felt it was time to give back and recognize the incredible quality of life nurses bring to others. This award has been presented monthly since April 2024. 🎉
🎥 Watch Amber's award video here 👉 https://youtu.be/zesLifb4aV0
Know a nurse who deserves this recognition? Nominate them here 👇
🔗 https://dorvalchorne.com/nurse-programs/quality-of-life-nurse-award/

We are excited to honor another deserving nurse with the Quality of...

05/29/2026

Estate Planning Explained: Do You Really Need a Will or Trust? 🏡📋

Estate planning isn't just for the wealthy — it's for anyone who wants to protect the people they love. ❤️

In this video, Dan and Leah break down the essentials of estate planning, including when a will may be enough, when a trust makes more sense, and why documents like powers of attorney and healthcare directives matter for almost every family. 📝✅
They also cover:
✔️ The biggest estate planning mistakes families make
📅 Key life events that should trigger a plan update
👨‍👩‍👧‍👦 Guardianship, blended families, and protecting children from inheriting too early
⚠️ What happens if you die without a will
💻 When online tools work — and when you need an attorney
▶️ Watch here: https://youtu.be/M-js17BASkY
👍 Like, subscribe, and share with someone who's been putting off this important step! 🔔

Estate planning is not just for the wealthy. In this video, we brea...

05/22/2026

📱 Too much financial advice online? You're not alone — and it might actually be hurting your retirement planning.
In our latest video, Dan and Leah break down why information overload leads to paralysis when it comes to making smart financial decisions. From conflicting retirement advice to the overwhelm of Social Security, Medicare, and investment choices — more isn't always better. 🧠💡
The real difference? Information vs. wisdom. Knowing what to do is very different from knowing what to do for YOU.
If you've ever felt stuck or unsure where to start with your financial future, this one's for you. 👇
🎥 Watch here: https://youtu.be/fJUojZ-OjG0?si=eqI6dj_5MkLylXsa

Are you overwhelmed by all the financial advice online? In this video, we discuss why too much information can actually prevent people from making smart fina...

05/15/2026

"I'm retiring at 65." — But why 65? 🤷

If you've ever said that without really knowing why, you're not alone. Most people pick a retirement age based on Medicare, Social Security, or just what feels "normal."

But Dan and Leah's latest video challenges that thinking — and it might change how you see your whole retirement timeline. 🎯

Because retirement isn't just about hitting a number. It's about building a life you actually WANT to live. 🙌

▶️ Watch: When Should You Retire? How to Decide Based on Your Life, Not Just Age
https://youtu.be/CNXWhZJwLyM

We help high-earning professionals within 10 years of retirement turn their savings into a clear, sustainable income plan. Visit dorvalchorne.com to get started. 💼

05/08/2026

🎉 We’re proud to recognize another incredible nurse with the Quality of Life Nurse Award! 🎉

This month we honor Sarah, a dedicated RN at Children’s Hospital, known for her calm presence, clinical excellence, and deep compassion for patients and families. 💙 After nearly 20 years of service, she continues to make a lasting impact every day.

Sarah also teaches future nurses and brings the same care, balance, and positivity into her life as a wife and mother of four. 🌿📚

“She improves my quality of life as a coworker—and for everyone she meets.” 💛

Thank you, Sarah, for all you do!

At Dorval & Chorne Financial Advisors, we’ve worked with nurses for over 25 years, and this award is our way of giving back and celebrating the difference they make. 🩺💙

📣 Know a nurse who deserves recognition? Nominate them here:
https://dorvalchorne.com/nurse-programs/quality-of-life-nurse-award/

🎥 Watch: https://youtu.be/s-xZvLpXjAw

💙