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... 
by French Wealth Management | May 18, 2026 | Financial Planning
“Hope is not a strategy.” I’m reminded of this saying when reading the 2026 Retirement Confidence Survey, recently released by the Employee Benefit Research Institute (EBRI). The report shows that many pre-retirees want to work longer as a retirement strategy. For... 
by French Wealth Management | Apr 16, 2026 | Financial Planning
Wealthy Americans are buzzing about a tool that helps them lower their tax bills. Those who give to charity flocked to donor-advised funds, which let them stockpile tax deductions. Adoption of the funds surged at the end of 2025 and has continued into 2026, according... by French Wealth Management | Mar 19, 2026 | Business Owners
This article comes from Entrepreneur and was written by Bianca B. King I was recently asked by a woman entrepreneur in my collective how I had achieved such lasting success. After reflecting on my nearly 30 years of experience, during which I have closed over... by French Wealth Management | Feb 19, 2026 | Financial Planning
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep... by frenchwealth | Jul 21, 2025 | Financial Planning
OBBBA & Montana Retirees: What Just Passed and What It Means for You 1. Bigger Tax Breaks for Seniors (2025–2028) If you’re 65+, the **One Big Beautiful Bill Act** (OBBBA), signed July 4, 2025, gives you an extra $6,000 deduction ($12,000 for couples)... 
by frenchwealth | Jul 8, 2025 | Financial Planning
2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations By LPL Research We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and... by French Wealth Management | Sep 5, 2024 | Financial Planning
Montana’s unique economic landscape can present both opportunities and challenges for retirees. As a result, planning for a more confident retirement in Montana requires not only considering your personal needs and lifestyle — but also careful consideration of... by French Wealth Management | Aug 9, 2024 | Financial Planning
In a world where fewer than a quarter of consumers are confident about achieving their financial goals, the importance of a Certified Financial Planner can not be overstated. Today’s complex and rapidly changing economic landscape requires far more than number... 
by French Wealth Management | Aug 2, 2024 | Financial Planning
Insights from Kalispell’s Leading Financial Advisors Navigating retirement planning can be daunting. In this article, we’ll tackle some of the most common questions we receive about retirement planning. What should I look for when choosing a retirement planning... 
