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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Ascertaining the value of your business is important for a variety of reasons.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Earnings season can move markets. What is it and why is it important?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?