Create a roadmap for family in case of emergency
Creating instructions, much like a roadmap, can be among the most helpful item you can leave to family members trying to manage your estate.
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.
What is the future of Social Security?
With Social Security expected to run out of reserves by 2034, reforming the entitlement program remains a priority issue for some lawmakers.
Social Security isn’t just for seniors
It's not uncommon to see parents of retirement age with young children at home. In these families, children may be eligible for Social Security benefits.
Will fixing Social Security mean higher taxes and lower benefits?
Multiple recommendations have been made to fix Social Security and some strategies may be more costly for investors.
Know the Medicare basics before enrollment
Understanding some of the main elements about Medicare may help seniors as they navigate enrollment.
Couples lose Social Security claiming strategies in new budget
Congress makes changes to making claims for Social Security
Congress approves budget — averts shutdown
Congressional budget approval eliminates market uncertainty about government shutdown.
Historic SCOTUS ruling highlights need for estate planning
Supreme Court ruling on same-sex marriage highlights need for estate planning.
Budget outlook may mean higher taxes
The federal budget deficit has improved in recent years, but projections estimate worsening conditions in a couple of years.