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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Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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