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
How Income Taxes Work
A quick look at how federal income taxes work.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.