asset allocation – Putnam Wealth Management

Taxes

The urgency behind year-end planning

The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves may be specific to the final quarter of the year, including: required minimum distributions, gifting, funding a 529 college savings plan, or reviewing asset allocations. Investors

Planning does not stop in retirement

A big concern for workers is ensuring that their assets last in retirement. As workers plan for retirement, they may want to understand that withdrawal rates and investment style in retirement can significantly impact how long those assets will last. That is why it is important for pre-retirees to seek professional financial advice. Selecting a