Wealth Management Center

Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey


Measuring the value of advice

Measuring the value of advice

September 21, 2017

The value of advice can be quantified in many ways as financial advisors provide tax-smart strategies to help investors get the most out of their plan.

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September 27, 2017  |  1:15pm ET

Intergenerational wealth transfer — What you need to know

Bill Cass, CFP®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

Planning for college: High school seniors close in on the finish line

Planning for college: High school seniors close in on the finish line

For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.

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Planning for college: High school juniors sharpen focus on goals

Planning for college: High school juniors sharpen focus on goals

When planning for college, the junior year of high school is busy as parents look deeper into financial aid and juniors sharpen their focus on goals.

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Considerations for property loss in the wake of Hurricane Harvey

Considerations for property loss in the wake of Hurricane Harvey

In the wake of Hurricane Harvey homeowners may seek assistance in making claims for property loss.

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Planning for college: Considerations for high school freshmen and sophomores

Planning for college: Considerations for high school freshmen and sophomores

Planning for college for parents and students can begin as early as freshman and sophomore years in high school, and help families stay on track.

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Consider creating a checklist as students head off to college

Consider creating a checklist as students head off to college

Parents may consider creating a checklist for the financial considerations involved when students head off to college.

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Higher education tax breaks may be overlooked

Higher education tax breaks may be overlooked

There are several tax-advantaged provisions for higher education in the tax code that may be overlooked as multiple provisions may cause confusion.

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Don’t lose sight of discretionary spending in retirement plan

Don’t lose sight of discretionary spending in retirement plan

Planning for both discretionary spending as well as essential expenses is important when saving for retirement.

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House and Senate proposals include tax cuts in ACA repeal

House and Senate proposals include tax cuts in ACA repeal

Tax relief and the elimination of health insurance mandates could be realized if proposals to repeal the Affordable Care Act (ACA) advance on Capitol Hill.

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Trends in living arrangements require a fresh look at planning

Trends in living arrangements require a fresh look at planning

Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.

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Soaring health costs create opportunity for HSAs

Soaring health costs create opportunity for HSAs

Many savers with access to HSAs are using these accounts to save for future health costs.

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Strategies to reduce AMT

Strategies to reduce AMT

About 4 million taxpayers each year get hit with the alternative minimum tax. Yet there are strategies for investors to try to mitigate or avoid the AMT.

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Tax reform proposals may limit deductions, loopholes

Tax reform proposals may limit deductions, loopholes

As discussion around tax changes increases on Capitol Hill, proposals point to a reduction in tax preference items and tax loopholes.

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After the celebration: New graduates focus on finances

After the celebration: New graduates focus on finances

Seeking advice and developing a financial plan can be critical for graduates navigating next steps after college.

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Consider a 529 plan for a tax-smart way to save for college

Consider a 529 plan for a tax-smart way to save for college

A 529 plan may be part of a strategy to utilize tax-advantaged savings to meet the rising cost of college.

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Research uncovers the value of a college degree

Research uncovers the value of a college degree

With rising costs and the planning time needed to prepare for college, some parents and students may wonder if a college degree is worth the investment.

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A communications failure can derail your legacy

A communications failure can derail your legacy

When wealth transfer fails from one generation to the next, a communications failure may be one of the leading causes.

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Social strategies to meet clients' families

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.

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Identifying key contacts in the next generation of investors

Identifying key contacts in the next generation of investors

Only a small percentage of heirs stay with the financial advisor used by their parents, making it critical for advisors to connect with the next generation.

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Huge wealth transfer sparks ideas as advisors rethink their businesses

Huge wealth transfer sparks ideas as advisors rethink their businesses

In a new wave of wealth transfer, $30 trillion is projected to move to the next generation over 30 years, leading some advisors to rethink their businesses.

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Escalating U.S. debt may weigh on financial plans

Escalating U.S. debt may weigh on financial plans

U.S. debt is at its highest level in decades which could drive tax policy changes as lawmakers seek to increase federal revenue.

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Can decanting add flexibility to estate planning?

Can decanting add flexibility to estate planning?

When the tax landscape is unclear, flexibility can be important. For investors with irrevocable trusts, some states give trustees more flexibility with decanting.

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$30T in wealth transfer creates opportunity

Advisors may consider expanding their value proposition and professional network to grow their business.

Top strategies for advisors when heirs inherit wealth

Learning about an investor's family can help advisors connect with the next generation.

Social strategies for meeting the next generation

Start with social media and expand to social events to reach out to the next generation of clients.

Use family meetings for more effective wealth transfer

Hosting a family meeting can help investors and their children focus on values, planning issues, and philanthropy.

College savings plans offer tax advantages

Explore tax-advantaged savings when planning for college.

Tax reform could take time to implement

Congress is beginning to focus on tax reform but it may take more than a year to complete.

Tax considerations when planning for lower tax rates

There are many tax strategies that may be considered now in anticipation of a reduction in tax rates in the near term.

Chris Hennessey is Professor Emeritus of Law at the Babson College School of Executive Education and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments.