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...
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...
