Three ways to mitigate health-care costs in retirement
Aware of rising health-care costs, investors may be looking for strategies to limit the impact of health expenses on retirement savings.
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.
Planning Idea
Engage the next generation with these planning strategies
Financial planning strategies affect multiple generations more often than families realize. College funding, retirement, and tax efficiency can involve children and future heirs. Here are some ideas for conversations...
Planning Idea
Tax-smart planning ideas for 2014
With the introduction of higher tax rates for some taxpayers in 2013 and ongoing tax-reform debate in Washington, it is essential for any comprehensive financial plan to include tax...