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 | 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...
