College planning strategies: Engaging children in saving can advance college goals
Build momentum for college saving before your child enters high school, by engaging children in good savings habits and monitoring your saving strategy.
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.
Three year-end planning reminders for investors
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.
Planning for college: High school seniors close in on the finish line
For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.
Consider creating a checklist as students head off to college
Parents may consider creating a checklist for the financial considerations involved when students head off to college.
Consider a 529 plan for a tax-smart way to save for college
A 529 plan may be part of a strategy to utilize tax-advantaged savings to meet the rising cost of college.
Research uncovers the value of a college degree
With rising costs and the planning time needed to prepare for college, some parents and students may wonder if a college degree is worth the investment.
Consider the options when helping grandchildren with college costs
Grandparents seeking to help grandchildren with college costs may contribute in several ways, with different types of accounts and benefits.
Research and plan for the true cost of college
Non-tuition college expenses make up a significant portion of the price of going to college, but you may need to research to calculate the true costs.
Off to college? Parents need to consider this checklist
Parents may want to discuss numerous topics with children going to college including paying bills, transportation, and seeking health care.