Putnam Wealth Management

2 min read 2021-12-15 23:08:25

Reach out to families as they prepare for holiday gatherings

As children and family members return home for the holidays, discussions around the table may turn to family finances. Consider reminding parents

1 min read 2021-12-08 20:07:02

It’s important to assess personal finances before the end of the year to determine if action is needed. This may include reviewing portfolios,

3 min read 2021-12-01 21:43:07

Whether saving toward retirement or managing income in retirement, it’s important to review your plan to make sure you’re on track to meet your

1 min read 2021-11-17 21:07:47

As year-end approaches, many individuals are considering making charitable donations. With the range of funding alternatives and strategies, it’s

1 min read 2021-11-10 20:39:54

Taxpayers investing in economically distressed areas of the country may be eligible for a tax break if they act before the end of the year. The Tax

1 min read 2021-11-03 21:30:02

Negotiations on details of the spending and tax reconciliation bill in Congress took a turn recently, as Senator Sinema (D-AZ) signaled she would not

1 min read 2021-10-27 21:51:05

The House spending package continues to evolve as Congress debates provisions around spending and taxes. The multi-trillion dollar proposal includes

1 min read 2021-10-20 20:34:09

Social Security recipients will see the biggest cost-of-living increase in decades next year. The Social Security Administration announced last week

1 min read 2021-10-06 20:42:46

In addition to raising tax rates on certain individual taxpayers, small businesses, and corporations, the recent House Ways and Means Committee tax

1 min read 2021-09-29 20:12:56

As recent proposed tax law changes are deliberated in Congress, much attention has focused on provisions impacting income taxes, estate and gift

1 min read 2021-09-22 20:05:29

Small businesses are a driving economic force in the United States, with nearly 32 million firms (including sole proprietors) employing almost half

1 min read 2021-09-16 19:53:47

House Democrats this week released draft legislation proposing about $2 trillion in tax increases. The House Ways and Means Committee released the

1 min read 2021-09-13 23:34:46

While completing the FAFSA (Free Application for Student Aid) form can be a daunting task, it’s critical to tap into the funds available for

1 min read 2021-09-09 01:08:19

As students get closer to making that final college decision, the last two years of high school are particularly important. Parents will want to