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Todd Pouliot
- May 6
- 1 min
What Issues Should I Consider If My Spouse Passed Away?
What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues
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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.
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Todd Pouliot
- Jan 31
- 1 min
What issues should I consider before I update my Estate Plan?
This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.
190

Admin
- Jan 31, 2020
- 3 min
Creating a Retirement Strategy
Across the country, people are saving for that "someday" called retirement. Someday, their careers will end. Someday, they may live off thei
100

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 15, 2020
- 3 min
Protecting yourself from potential calamity.
Cybercrime affects both large corporations and private individuals. You've likely read about the large data breaches in the business world.
60

Admin
- Jan 14, 2020
- 4 min
Are you prepared for the possibility – and expense – of eldercare?
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is
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