Comprehensive Financial Services
We are dedicated to helping you improve your long-term financial success.
Services
How Can We Help You?
Ouellette Wealth Management Group offers a wide variety of services all geared to help you with your financial goals.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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