Putnam Wealth Management

Preserving and enhancing wealth for the future

Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.

Help prepare clients for the ACA’s side effects

In addition to health-care reform, the Affordable Care Act (ACA) will have an impact on clients’ investments, as they plan to cover health costs and prepare for the possibility of new tax liabilities. Chris Hennessey reviews the top concerns about the ACA for all types of clients. Surtax may hit high earners The ACA established …

Read more Comment Share: 


Wealth Management resources

Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.


Spotlight: Health-care reform resource

The urgency behind year-end planning

The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves...

Read more

Consider the tax code when examining losses

Following the August earthquake in Northern California, individuals and businesses may be assessing their current insurance coverage. Regardless of whether people are insured for natural disasters, differences exist in...

Read more