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Todd Pouliot
- Aug 10
- 1 min
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.
30
Todd Pouliot
- Aug 8
- 1 min
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.
80
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
210
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 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
70
Todd Pouliot
- Apr 28
- 1 min
Should I Lease or Buy my next Automobile?
Should I Lease or Buy my next Automobile? Replacing an automobile is an inevitable and recurring life event, and clients often struggle
300
Todd Pouliot
- Apr 21
- 1 min
What Issues Should I Consider When Buying A Home?
Buying a home is one of the biggest financial moves that our clients will ever make. There are a number of issues they should be aware of, i
40
Todd Pouliot
- Mar 25
- 2 min
What issues should I consider when starting a new job?
When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a
350
Todd Pouliot
- Feb 25
- 1 min
What Issues Should I Consider Before Closing The Estate?
This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.
100