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...
by French Wealth Management | Nov 29, 2023 | Financial Planning
End-of-Year Tax Strategies for Business Owners As the year draws to a close, savvy business owners are already looking ahead to tax season, aiming to optimize their financial positions and minimize tax liabilities. Strategic planning in the final months of the year...
