Managing risks in retirement? Consider a three-bucket strategy
Investors may want to consider a three-bucket strategy to manage risks in retirement such as longevity and liquidity risk.
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.
How much long-term care insurance will you need?
Some investors choose long-term care insurance as part of retirement and estate planning. You may need guidance deciding how much insurance you will need.
Planning Idea
Strategies to lessen tax impact on retirement savings
Outliving savings is a concern for some investors. But longevity is not the only risk. Taxes pose a risk and here are some strategies to help.