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...
