by French Wealth Management | Oct 20, 2026 | Business Owners
Written by David Rae, Forbes Contributor For a successful small business owner, taxes are not merely a spring filing exercise. The most valuable planning often happens before December 31, while there is still time to adjust compensation, fund benefits, accelerate...
by French Wealth Management | Sep 22, 2026 | Financial Planning
Written by Mark Dennis, Forbes Contributor In my work as a financial planner and coach, I’ve worked with many financially secure clients, including multimillionaires, who still feel uncomfortable spending even modest portions of their wealth after retiring, despite...
by French Wealth Management | Aug 31, 2026 | Financial Planning
Written by Miriam Gottfried, The Wall Street Journal Ultrawealthy Americans are pouring billions of dollars into a once-quiet corner of the life-insurance industry in a bid to lower their taxes. Against the backdrop of a yearslong bull market, many high-net-worth...
by French Wealth Management | Jul 21, 2026 | Financial Planning
Written by Paul Kluskowski, Entrepreneur Most entrepreneurs never fail. They simply stop too early. They build a business that provides a living, then spend years operating it without ever scaling it into a true asset. They create income but not enterprise value....
by French Wealth Management | Jun 5, 2026 | Financial Planning
Taylor French joined French Wealth Management as a paraplanner back in 2021. Over the next two years, she picked up her General Securities Representative and Investment Advisor Representative licenses. She was building a solid foundation. But working alongside...
