Insurance/Risk Management – Putnam Wealth Management

Consider these ways to shield assets from litigation

An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.

As more students consider studying abroad it is important to understand program requirements and map out a plan.

Each year, Medicare holds an open enrollment period that allows participants to sign up or make changes to existing coverage.

Given the economic downtown , it’s even more important for investors consider a plan to make sure assets are protected.

Among the many provisions of the CARES Act are modifications of the rules involving retirement accounts to help both retirement savers and retirees.

The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.

The Centers for Medicare and Medicaid Services (CMS) has published changes to 2020 premiums and deductibles.

A captive insurance program can help a business manage risk by establishing its own insurance company to address certain known risks.

Open enrollment provides an opportunity to talk about health-care cost planning with investors as they consider Medicare options.

Parents of college-bound children may want to consider preparing certain legal documents before their child leaves for school.