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.

Could an HSA strengthen your retirement plan?

An HSA (Health Savings Account) may offer certain investors tax-advantaged savings for future health costs in retirement.

Don’t let creditors put your IRA savings at risk

Creditor risk, which may be overlooked by investors, can erode retirement savings, particularly in an IRA account.

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Topics

College Savings (49)

Estate and Wealth Transfer (65)

Insurance/Risk Management (38)

Investments (11)

Retirement/Income (114)

Taxes (194)

Proposals for retirement savings plans expected in new budget

Changes to retirement savings plans are expected in White House budget proposal.

Keys to retirement readiness

“To see what is in front of one’s nose needs a constant struggle.” – George Orwell The Putnam Investments 2014 Lifetime Income Study, done in collaboration with Brightwork Partners,...

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.

Wealth Management Spotlight:

Small Business Resources

Five tax strategies before the fiscal cliff

While there has been no action yet on the fiscal cliff, high-income earners are wise to prepare for higher taxes, fewer or capped deductions, or all of the above....