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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
- 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
- Jun 13
- 1 min
Can I Do A Net Unrealized Appreciation (NUA) Distribution?
Can I Do A Net Unrealized Appreciation (NUA) Distribution? Clients who own employer-issued stock in a 401(k) plan may benefit from favorabl
60

Todd Pouliot
- Jun 7
- 1 min
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud? cyber threats, common scams, unlawful activity
50

Todd Pouliot
- May 22
- 1 min
What Issues Should I Consider When Starting Out Financially?
What Issues Should I Consider When Starting Out Financially? Financial literacy is fundamental to financial independence and prudence.
50

Todd Pouliot
- May 9
- 1 min
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud? There has been an increase in fraudulent and criminal activity.
50

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
- Apr 29
- 1 min
What documents do I need to keep on file?
What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax
30

Todd Pouliot
- Apr 19
- 1 min
What Issues Should I Consider Regarding My Non-Qualified Stock Options?
Non-Qualified Stock Options (“NQSOs”) are a common form of equity compensation, offering a share in the potential appreciation of a company’
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