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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
- 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 7
- 2 min
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
A client’s life and health insurance policies are a key part of their overall financial plan. It’s important to review these policies...
60

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
- Feb 14, 2020
- 3 min
Your Changing Definition of Risk in Retirement
During your accumulation years, you may have categorized your risk as "conservative," "moderate," or "aggressive," and that guided how your
110

Admin
- Jan 30, 2020
- 3 min
Eight Mistakes That Can Upend Your Retirement
No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing
60

Admin
- Jan 23, 2020
- 3 min
Ways to Fund Special Needs Trusts
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Sup
60

Admin
- Jan 21, 2020
- 4 min
When Alzheimer's Disease Is Diagnosed
Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer's disease can be that stunning. If your parent is diagnosed
50

Admin
- Jan 20, 2020
- 3 min
You Could Retire, But Should You?
Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups
80