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
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates to increase, TIPS could be worth considering.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Surprises
Making the most of surprises is a great reason to work with us.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.