StampNotes
BLOG, COMMENTARY, AND NEWS
Cary Stamp & Co. Staff Continues to Add Professional Credentials and Designations. Cary Stamp & Co., Principled Financial Advisors in Tequesta, FL, proudly announces that Andrew Trammell, MSFP, CFP®, has passed all educational, professional experience, and examination requirements for the CERTIFIED FINANCIAL PLANNER™ Professional certification. “Andrew is a talented guy who is a tremendous asset…
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Cary is one of four Commonwealth Financial advisors in U.S. to be recognized nationally by the Invest in Others Charitable Foundation. The Edna W. Runner Tutorial Center in West Jupiter, FL helps at-risk students pursue academic and personal excellence. For more than eight years, Cary Stamp, AIF®, CFP®, has been a member of the Board…
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An Unbiased, Independent Source for the Best Life Insurance Policy at the Right Price. Many people need proper life insurance to protect their family or provide liquidity for their estate, and you have many choices. Learn why clients like having our team by their side, from Palm Beach County financial advisor Cary Stamp, CFP®. …
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Disability Insurance is a type of insurance that protects your income in the event of an injury or disability that keeps you from performing your job. Having adequate disability coverage is an essential aspect of any well-constructed financial plan as it replaces a percentage of your income in the event you can’t work for a…
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Cary Stamp, CFP®, Jupiter, Florida-based financial advisor, addresses a question that you should ask any financial professional that you consider working with: How is your financial advisor paid? In the case of Cary Stamp & Co., when you do better, we do better. Our transparent fee structure mutually aligns our interests with yours. Always make…
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Cary’s assistant Liz Bradley is our resident culture vulture. If you need a movie, book, or streaming series recommendation, reach out to Liz for the latest and greatest. by Liz Bradley If you’re like me (in the year of COVID), you may have done a lot of reading over the past few months. I’ve read several books,…
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Josh takes a break from Sustainable Investing to describe the primary differences between the Traditional and Roth IRA. The focus is on the benefits and flexibility of the Roth IRA—possibly the most powerful retirement planning tool for most investors. TRANSCRIPT: Hey, it’s Josh Weller here. It’s Roth IRA Awareness Month at Cary Stamp & Company,…
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Leading financial advisor based in Jupiter, FL, Cary Stamp, CFP®, shares the Roth IRA conversion strategy that many people are unaware of, but can make a huge difference on taxable income in retirement. This is especially important if you’re within a few years of retirement or if you’re in that gap between the time that…
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Roth IRAs are a Crucial Tool for Lowering Taxes in Retirement. Roth IRAs are after-tax retirement accounts, in contrast to traditional IRAs and most employer-sponsored retirement plans such as 401(k) programs that are tax-deferred accounts (pre-tax contributions). Because of the unique tax structure, Roth IRAs have several advantages. First, what is an IRA? IRA is…
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Using Roth IRA Conversions to Reduce the Tax Burden of Required Minimum Distributions Few People Understand the Tax Implications of Required Minimum Distributions (RMDs) in 401(k) and Traditional IRA accounts. When you reach age 72, you are required to start taking distributions from most traditional retirement accounts. You can always withdraw more, however you cannot…
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