Financial advisor Cary Stamp shares a brief overview of the three investing books that had a major impact on his investment management and financial advisory career. TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have had a major impact…
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Financial advisor Cary Stamp shares an uncomfortable secret that can help you recover from financial adversity or a mistake that you feel vulnerable or embarrassed about. Don’t be afraid to admit your mistake and seek the assistance of a financial advisor to get back on track. TRANSCRIPT: Recovering from Financial Adversity My…
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The Secure Act eliminated the Stretch IRA option for beneficiaries to distribute inherited IRAs over their lifetimes. Now there’s a 10-year distribution maximum. If you’re close to retirement, have a lot of money in retirement plans, and want to maximize assets passed on to beneficiaries when you’re no longer here, there’s a great solution. …
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Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college. TRANSCRIPT: I’m Cary Stamp, and this is a Principled…
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