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Todd Pouliot
- Sep 19
- 8 min
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial
170
Todd Pouliot
- Sep 1
- 8 min
What Issues Should I Consider If I Lose My Job?
What Issues Should I Consider If I Lose My Job? Severance options, Employer benefits, health Insurance, retirement accounts
150
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
110
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
490
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...
140
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.
150
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...
340
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