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About:cass

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CFP, Director of Wealth Management Programs

Posts by cass :

  • Preparing heirs before a loved one passes, Posted on September 27, 2023 by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer&Insurance/Risk Management
  • Consider looking close to home when seeking a loan, Posted on September 19, 2023 by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
  • Consider these ways to shield assets from litigation, Posted on September 13, 2023 by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer&Insurance/Risk Management
  • Key FAFSA changes will impact student aid, Posted on August 30, 2023 by Bill Cass, CFP®, CPWA® in College Savings
  • College-bound students stay on track with a dynamic plan, Posted on August 23, 2023 by Bill Cass, CFP®, CPWA® in College Savings
  • Mapping out a plan for studying abroad, Posted on August 9, 2023 (August 11, 2023) by Bill Cass, CFP®, CPWA® in College Savings&Insurance/Risk Management
  • SCOTUS ruling on loan forgiveness underscores need to save, Posted on July 26, 2023 by Bill Cass, CFP®, CPWA® in College Savings
  • IRS allowing heirs to skip RMDs in 2023, Posted on July 19, 2023 by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer&Retirement/Income
  • How interest rates can make or break a strategy, Posted on July 12, 2023 by Bill Cass, CFP®, CPWA® in Taxes
  • Why unmarried couples need proactive financial planning, Posted on June 28, 2023 (June 28, 2023) by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer&Taxes
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The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

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