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Todd Pouliot
- Jun 8
- 1 min
What issues should I consider with my employer benefits?
What issues should I consider with my employer benefits? Electing benefits can be a daunting task, and it’s difficult to know which benefit
40
Todd Pouliot
- Mar 25
- 2 min
What issues should I consider when starting a new job?
When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a
270
Todd Pouliot
- Feb 22
- 1 min
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
120
Todd Pouliot
- Feb 14
- 1 min
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.
130
Todd Pouliot
- Jan 28
- 2 min
What issues should I consider if I get a promotion or raise at work?
When a client receives a promotion or a raise at work, this event can come with a number of changes that might impact their financial...
240
Admin
- Apr 2, 2020
- 0 min
What issues should I consider during a recession or market correction?
What issues should I consider during a recession or market correction?
70
