Understanding longevity is critical to retirement planning
With longevity increasing, investors need to make sure their savings last as long as they do.
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.
Social strategies to meet clients’ families
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
Health-care costs add uncertainty to retirement planning
Health-care spending increases with age and has become an important consideration when saving for retirement.
Take action before year-end on these retirement strategies
Year-end planning presents an opportune time to focus on retirement strategies.
Four reasons why advisors need to understand the ACA
There is one certainty about the new health-care reform legislation: Clients want to know how it will affect their financial planning. As Chris Hennessey points out in the video,...
Partial improvement for social insurance programs
The latest data on the future viability of federal social insurance programs are mixed. While the outlook for Medicare improved slightly in the recently-released Social Security Administration Trustees’ annual...