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Todd Pouliot
- Jul 25
- 11 min
Issues To Consider As A New Client
One way to enhance the initial experience is to ask the right questions to identify planning opportunities.
240
Todd Pouliot
- Jul 13
- 6 min
Should I Contribute To My Roth IRA Vs My Traditional IRA?
When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?
170
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
360
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
- 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.
60
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...
40
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
Todd Pouliot
- Jan 25
- 1 min
What issues should I consider to fund my child's college education?
This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund
190
