Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you valued 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.
Helpful Content
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.