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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

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

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

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

 

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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