LGBT couples may have to navigate unique planning considerations
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
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.
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.
Why a college student needs a health-care proxy to unlock barriers for parents
Parents may face challenges trying to help their child in an emergency at college if they do not have a health-care proxy or power of attorney.