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 gifting strategies

Some estate-planning strategies require action before the end of the year — and clients may want to consider taking advantage of them before they lose the opportunity. Chris Hennessey...

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