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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job
 

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 Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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