French Wealth Management LLC

06/02/2026

Business Owners: How do you use the numbers available to inform key decisions?

More on the right metrics, and thought process, from Entrepreneur.

Being data-driven isn't about having the best tools — it's about leaders acting on the right signals quickly and consistently.

05/26/2026

Planning when, where, and how to distribute wealth to children and other family members is sensitive and strategic.

Interesting data for Barron's. Let me know if I can help you!

The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.

05/18/2026

How to Make This Popular Retirement Strategy Work

Many pre-retirees want to work longer as a retirement strategy. But there’s a disconnect between pre-retirees’ expectations and retirees’ experience. Consider the best approach for your situation: https://frenchwealthmanagement.com/how-to-make-this-popular-retirement-strategy-work/

05/11/2026

At the end of the day work still gets done the same as it did two decades ago. Here's a refreshing take for business owners from Entrepreneur.

A lot has changed in business over the past 20 years — but the real value often lies in understanding what hasn’t, and why those constants still shape performance today.

05/02/2026

Setting retirement goals is more relative to the individual than you think.

Consider your own approach and calculations differently with the help of this article from Bloomberg.

People are often too rigid with their long-term savings benchmarks. Experts say it’s a costly mistake.

04/29/2026

Unfortunately our sign was backed into last weekend - guess it’s time for a new one!

04/28/2026

More people view running their own business is the ultimate reward. Here's some inspiration from Investopedia.

A majority of U.S. adults—and more than two-thirds of Gen Z—consider starting a business part of the American dream, a recent survey found.

04/22/2026

Retirement should not come with any regret. You've earned that right through all your hard work over the years.

Inspiration here on retiring right, from Forbes.

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

04/16/2026

The Tax-Saving Charity Funds Wealthy People Are Buzzing About

High net worth individuals are always looking for ways to lower their tax burden. Coming out of your 2025 filing, consider charitable donations using DAF (donor advised funds) as you manage and plan your wealth, and tax planning, for 2026.

https://frenchwealthmanagement.com/the-tax-saving-charity-funds-wealthy-people-are-buzzing-about/

04/10/2026

Business Owners: There is more than one option when the time comes to walk away.

Consider the scenarios provided here, from Broadridge.

One of the important decisions a business owner must face is when and how to step out of the business — in other words, business succession planning.