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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job
 

Helping Clients Invest in Their Financial Dreams

With something as personal as your finances, it’s important to work with an advisor you valued and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At French Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

Helpful Content

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

 

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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