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BLOG, COMMENTARY, AND NEWS

Andrew-Trammell-CFP-certification

Financial paraplanner, Andrew Trammell, earns CFP® certification.

By Contributing Staff | November 19, 2020

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-Stamp-Recognized-Nationally-for-Philanthropic-Work

Cary Stamp Recognized by National Charitable Foundation for Philanthropic Work

By Contributing Staff | November 12, 2020

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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The-Right-Life-Insurance-for-Right-Price

How Families that Need Life Insurance Get the Right Policy for the Right Price

By Cary Stamp | November 8, 2020

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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Types-of-Disability-Insurance

A Quick Guide to Disability Insurance Types

By Andrew Trammell | November 5, 2020

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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How-Are-Financial-Advisors-Paid

When You Do Better, We Do Better — How Financial Advisors are Paid.

By Cary Stamp | November 5, 2020

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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Liz Bradley Reviews "All Adults Here"

FOR FUN | Inside Liz’s Library: “All Adults Here” by Emma Straub

By Contributing Staff | October 1, 2020

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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Difference-Between-Traditional-and-Roth-IRA

The Power and Flexibility of the Roth IRA

By Josh Weller | September 19, 2020

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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Roth IRA Conversion Strategy

How to Lower Your Taxes in Retirement with Roth IRA Conversions

By Cary Stamp | September 16, 2020

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 for Beginners

By Frank Francese | September 16, 2020

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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The-Case-for-Roth-IRA-Conversions

The Case for Roth IRA Conversions

By Andrew Trammell | September 16, 2020

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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