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
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.