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Estate-Planning-Basics-Wills-and-Trusts

Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Brian Sirota | December 7, 2019

Here’s an introduction to Estate Planning basics to serve as a roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we…

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The Basics and Benefits of 457(b) Plans

By Andrew Trammell | December 2, 2019

If you’re a state or local government employee with a 457(b) plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch up for…

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Thanksgiving is About Family

By Cary Stamp | November 24, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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The Competitive Performance of Sustainable ESG Investing

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller | November 19, 2019

Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. ESG Performance Evidence is mounting, with global money flows into Sustainable/ESG assets soaring, that highly-rated…

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Advantages of Donor Advised Funds

Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 14, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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MEET THE TEAM:
Liz Bradley
Executive Assistant

By Julie Weinberg | November 4, 2019

Calendars, Antiques, and Loved Ones Anyone who’s trying to get in touch with Cary Stamp knows all roads go through Liz Bradley. Liz has been Cary’s executive assistant for more than two years and is charged with managing his schedule. “His calendar is demanding,” she said, noting the challenge of “dealing with different time zones”…

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Take Advantage of Underutilized Employee Benefits during Open Enrollment

By Andrew Trammell | October 28, 2019

While most people look forward to Thanksgiving during November, it’s important not to gloss over the importance of your Open Enrollment and Employee Benefits packets. For most employees, Open Enrollment occurs every November and means attending a few review workshops and making selections. Reviewing your employee benefits is a crucial step that sets the stage…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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State-of-Florida-Drop-Retirement-Plan

State of Florida Employees:
A “DROP” to Benefit From!

By Andrew Trammell | October 15, 2019

An Overview of the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) If you’re a member of the Florida Pension Plan you have access to a unique retirement benefit that can kick-start your retirement in a positive direction: The Deferred Retirement Option Program (DROP). First things first: check with the FRS to make sure…

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The Little Known Tax Implications of Required Minimum Distributions (RMDs) in 401(k) Accounts

By Andrew Trammell | October 1, 2019

The Importance of Using Roth IRA Conversions to Reduce Required Minimum Distributions (RMDs)  On April 1st of the year following attainment of age 70 ½, you are required to start taking distributions from most traditional retirement accounts. You can always withdraw more, however you cannot remove less then the Required Minimum Distribution (RMD). The IRS…

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