With a new year on the horizon, many of us will be glad to look at 2022 in the rearview mirror. While this year has provided challenges, I think it will also set up some opportunities in the year ahead. I thought this might be a good opportunity to share some updates on the firm…
READ MORE ⟶
Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP®, combines his passion for fine art with decades of financial knowledge to share key issues involved in donating fine art to charities. There are some details that make all the difference. TRANSCRIPT: One of my passions is the art world and understanding art. And I like to couple…
READ MORE ⟶
Tax Credits for College-Aged Kids You may be making a mistake if your kids are college-age and you’re not taking advantage of the American Opportunity Tax Credit and Lifetime Learning Credit. In this video, Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP®, provides an overview of these two significant tax credits available to families with more…
READ MORE ⟶
Here’s Cary’s quick summary of key takeaways from the Inflation Reduction Act signed by the president last week, with emphasis on how it may affect you and your family. Recently, the US Congress, House and Senate and Joe Biden signed off on legislation called the Inflation Reduction Act of 2022. The act has a bunch…
READ MORE ⟶
The Rule of 72 is a simple arithmetical equation approximating how long to double your investment at an annual rate of return. In this video, Cary Stamp, CFP® and financial analyst Austin Kuyrkendall explain the power of investing your assets over the long term at a higher rate of return, using the Rule of 72.…
READ MORE ⟶
Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP® of Jupiter, FL, illustrates the huge tax advantage of using the Net Unrealized Appreciation strategy when distributing your employee-owned stock. TRANSCRIPT: My name is Cary Stamp. I’m a certified financial planner and founder of Cary Stamp & Company. And if you are an employee of a large corporation…
READ MORE ⟶
Here’s the big question to ask yourself before starting a “backdoor” Roth IRA strategy. Do you already have other IRAs? In this video, Forbes Best-In-State wealth manager Cary Stamp, CFP® explains how the Backdoor Roth Pro-Rata Rule impacts the tax efficiency of the backdoor Roth IRA, and provides the potential solution! TRANSCRIPT: I’m Certified Financial…
READ MORE ⟶
We’ve all heard the old stock market adage “Buy Low, Sell High.” But it’s easier said than done. Investor psychology during corrections can play tricks with the mind and this leads many people to sell low and buy high. In this video, Cary Stamp, CFP®, a Forbes Best-In-State Financial Advisor, explains the nature of investor…
READ MORE ⟶
Forbes Best-In-State Wealth advisor Cary Stamp, CFP®, introduces the concept of multigenerational family philanthropy, outlining the profound benefits of including teen and adult children in philanthropic discussions. VIDEO TRANSCRIPT: Hi, I’m Cary Stamp, I’m a Certified Financial Planner and I’m a Chartered Advisor in Philanthropy, and I’d like to talk today about how you can…
READ MORE ⟶
Cary Stamp, Forbes Best-In-State wealth advisor, presents a sophisticated estate planning strategy that produces income for the grantor while tax-efficiently turbocharging gifts to children and other family members. It’s called the Grantor Retained Annuity Trust (GRAT). VIDEO TRANSCRIPT: I’m Cary Stamp, I’m a Certified Financial Planner and an Accredited Estate Planner with Cary Stamp and…
READ MORE ⟶
