Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At French Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Read this overview to learn how financial advisors are compensated.
Marriage changes everything, including your insurance needs.
There are ways to improve your physical fitness without denting your fiscal fitness.
Simple steps may help you foil hackers and protect your privacy.
It's important to understand the pros and cons when considering a prepaid debit card.
This worksheet can help you estimate the costs of a four-year college program.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.