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Todd Pouliot
- Jun 22
- 1 min
"Should I contribute to my Roth 401(k)?"
Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but
120

Todd Pouliot
- May 11
- 1 min
Master List of Goals
Master List of Financial Planning Goals. Goal setting is fundamental to sound financial planning. Whether we are meeting with new or long-te
60

Todd Pouliot
- May 4
- 1 min
Should I take my pension as a lump sum?
Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp
80

Todd Pouliot
- Mar 29
- 1 min
When should I claim Social Security?
Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.
90

Todd Pouliot
- Mar 23
- 1 min
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
50

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 17
- 1 min
Will Healthcare Change As I Transition Into Retirement?
To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart.
90

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
