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.

Posts by: Chris Hennessey

Consider the tax code when examining losses

Following the August earthquake in Northern California, individuals and businesses may be assessing their current insurance coverage. Regardless of whether people are insured for natural disasters, differences exist in...

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