Award Disclosures
Wealthtender awarded Thomas Ouellette, AIF, CFS, LUTCF, CRPC with its 2025 Voice of the Client Highly Rated Advisor Award on 07/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 07/01/25. Although Ouellette Wealth Management Group compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.
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Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
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