Putnam Wealth Management

Preserving and sustaining 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.

Posts by: Bill Cass, CFP®, CPWA®

Key tax figures for 2019

A first step for investors in tax planning for the coming year is to determine their tax bracket and highlights of key tax figures can be helpful guide.

Read more