Parents identify saving as a top strategy to meet college costs.
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
- What business owners should know about the employer mandate (PDF)
- Health-care reform and its impact on investors (PDF)
- Planning for the new 3.8% Medicare investment income surtax (PDF)
- Client seminar (PPT)
Planning, prospecting, and the Affordable Care Act
DOL hears pros and cons of fiduciary rule
The Department of Labor is reviewing testimony on its proposed fiduciary rule.
Estate planning priorities have shifted with the changes in the federal rules.
Some strategies can be more attractive in a low interest rate environment.
Re-marriage can present a challenge for portability rule.
Supreme Court ruling on same-sex marriage highlights need for estate planning.
Affordable Care Act survives challenge in Supreme Court.
Tax reform may be higher on the Capitol Hill agenda, but passage this year is unlikely.
The federal budget deficit has improved in recent years, but projections estimate worsening conditions in a couple of years.