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.
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.
Action plan helps families prepare for college
Having an action plan can help families and students prepare for college as they navigate the process throughout the high school years.
Planning Idea
Six strategies for maximizing college financial aid
Preparing to apply for college financial aid should begin well before a student even fills out his or her first college application. In fact, saving early and understanding the...