Many of our clients are interested in saving and investing to help pay college costs for their children or grandchildren. We often suggest 529 college savings plans to help achieve these goals. For Minnesota residents, lawmakers...Read More
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Dorval & Chorne Financial Advisors Quarterly Book Blog The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money by Carl Richards Overview: Carl Richards, a certified financial planner, discusses some of the common mistakes we...Read More
Dorval & Chorne Financial Advisors Quarterly Book Blog – 4th Quarter 2016 Happy Money, The Science of Happier Spending by Elizabeth Dunn & Michael Norton Overview: Money can buy us happiness, if we spend it right. This book...Read More
As the cost of college education becomes ever-increasing, the concern for parents who wish to help fund their children's higher education costs becomes more prevalent. People often ask us what the 'best' way is to save for their...Read More
Student loan debt has exploded over the past decade leaving many college graduates in a deep hole as they begin their careers. This is particularly true in Minnesota where the average student loan debt is about $31,000, ranking us 5th...Read More
People often ask us how to handle their mortgage balances heading towards retirement. Many are unable to pay off the remaining balance before they retire, so they have to factor in a mortgage payment as an ongoing expense in their...Read More
In our experience Social Security benefits are much more complicated than most people think when they first come to see us. We have had a number of experiences where RNs have been widowed and had to consider how they should take Social...Read More
We often receive questions about whether or not it makes sense to take a loan from an employer retirement plan such as a 401k or 403b. In most cases we do not recommend these types of loans because the account was not meant as a source...Read More
Over the years we have had the pleasure of helping hundreds of RNs through our relationship with MNA, but there was one nurse in particular that really drove home the reason why access to independent, objective advice can have such a...Read More