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Todd Pouliot
- Jun 16
- 1 min
What Issues Should I Consider When Dealing With High Inflation?
What Issues Should I Consider When Dealing With High Inflation? High inflation has been on everyone’s mind, and many are wondering what they
120

Todd Pouliot
- Apr 28
- 1 min
Should I Lease or Buy my next Automobile?
Should I Lease or Buy my next Automobile? Replacing an automobile is an inevitable and recurring life event, and clients often struggle
290

Todd Pouliot
- Apr 21
- 1 min
What Issues Should I Consider When Buying A Home?
Buying a home is one of the biggest financial moves that our clients will ever make. There are a number of issues they should be aware of, i
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 25
- 1 min
What Issues Should I Consider Before Closing The Estate?
This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.
100

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
- Feb 1
- 1 min
What issues should I consider when funding an unexpected expense?
This checklist covers the key issues to consider when a client must fund an unexpected expense. It addresses: Payment strategies Funding...
30

Todd Pouliot
- Jan 26
- 1 min
What Issues Should I Consider During a Recession Or Market Correction?
This checklist covers many of the issues to consider during a recession or market correction.
80

Admin
- Apr 2, 2020
- 0 min
What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?
What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?
60