Dorval & Chorne is an independent firm specializing in both financial planning for our individual clients and also custom designing and implementing employee financial education programs for mid to large employers. We have created a system we call The Financial Success Process™ to help individuals reach their financial goals. Through financial advisory agreements, Dorval & Chorne provides ongoing financial education for large employers, unions and associations in the Twin Cities area. Call today to learn more about the unique services we offer!
MNA Financial Wellness Program:
The MNA Financial Wellness Program began on January 1st, 2015. It is our largest group agreement to date serving more than 20,000 Registered Nurses in Minnesota! Please click on the following press release to learn more:
We have developed several informational videos to help explain more about our firm and some of the unique ways we work with clients to promote and expand access to independent, objective advice. Please click on one of the following links to start the video:
"Past, Present and Future" - Dan describes the founding and development of Dorval & Chorne along with our vision for the future.
"The Real Value of a Financial Advisor" - The video helps explain the real value quality financial planning and advice can offer.
"Adding Purpose to Your Retirement Plan" - The video describes our unique corporate and group advisory agreements that promote and expand access to independent, objective advice for traditionally underserved groups.
"Financial Success for the Rest of Us"
Dan also wrote a book that still forms much of the foundation for the planning process we use with our clients:
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Don’t overlook the need for renter’s insurance if you rent your home.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.