French Wealth Management LLC

10/27/2026

Are you REALLY ready to retire comfortably? There may be more to the math than the best practice, as explained here by Investopedia...

Find a withdrawal rate that better fits your retirement—with a worksheet to help conceptualize your choices.

10/20/2026

9 Year-End Tax Planning Moves Small Business Owners Should Make Now

For a successful small business owner, taxes are not merely a spring filing exercise. The most valuable planning often happens before December 31, while there is still time to adjust compensation, fund benefits, accelerate deductions, and avoid an unpleasant cash flow surprise.

Read our latest blog: https://frenchwealthmanagement.com/9-year-end-tax-planning-moves-small-business-owners-should-know/

10/12/2026

If your wealth and worth are strong, here's a money model you may want to follow from Forbes...

Learn how ultra-high-net-worth investors allocated capital this year and see how retail investors can mimic these strategies today.

10/07/2026

If you are keeping the business you own in the family, here's a foundational document you should strongly consider.

We explore what a family constitution is, what it typically covers, and how families can build one that genuinely shapes the way they operate for generations to come.

09/22/2026

You Can Likely Afford to Spend More in Retirement. So Why Won’t You?

You’ve spent decades saving for retirement. But when it’s finally time to spend, why can it be so hard?

If you can afford to spend more, what’s holding you back?

Read more: https://frenchwealthmanagement.com/you-can-likely-afford-to-spend-more-in-retirement-so-why-wont-you/

09/14/2026

Like many things in life, when you choose to claim your SS is "all relative."

In this article Forbes look at why things like health, cash flow, marital status and more matter when making this important financial move.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

09/09/2026

Investment choices are just one part of the equation for business owners. Here's some advice from Forbes on considering the bigger picture around wealth management and future returns.

Concentrated wealth can build fortunes, but families need a framework to balance compound growth, taxes, diversification and risk of ruin.

08/31/2026

“A Roth IRA on Steroids”: Wealthy Americans Find Another Tax-Free Way to Invest

Those with high net worth are pouring billions of dollars into a once-quiet corner of the life-insurance industry in a bid to lower their taxes. Learn more in our latest post.

https://frenchwealthmanagement.com/ira-on-steroids-wealth-americans-tax-free-investing/

08/19/2026

The current economics here are interesting, including where lands compared to other states.

The person you retire with matters. But from a financial standpoint, where you retire may matter even more.

08/12/2026

Business Owners: what season are you currently in? How is it translating into your broader goals of success, profitability and a prosperous retirement?

An interesting view on your life's journey from Enterepreneur...

There are distinct seasons to your career, each of which brings valuable perspective. You just have to acknowledge which season you’re in instead of staying in denial about it.