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 | 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...
