Insurance/Risk Management – Putnam Wealth Management

Consider packing a legal safety net before students leave for college

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies.

Here are some financial planning considerations and steps newlyweds may want to take after the wedding.

In order to take advantage of the tax benefits, it is important to take a deeper look at HSAs and understand how they work.

Recently announced key figures for Social Security and Medicare for 2024 include changes to benefit amounts and premium costs.

Medicare holds an open enrollment period that allows participants to sign up or make changes to existing plans, which could result in cost savings.

Individuals may want to prepare heirs with a final planning guide before a loved one passes away.

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.