Cary Stamp & Company
Cary Stamp & Company
  • Видео 170
  • Просмотров 68 342
Preparing for the Future: Financial Conversations Every Family Needs
Discussing finances with your adult children is a crucial step in preparing your family for the future. In this video, Shay Diaz shares practical advice on when and how to have these conversations, from teaching financial responsibility to addressing retirement and end-of-life plans. Learn how to foster understanding, preparedness, and stronger family bonds through thoughtful financial discussions.
#FamilyFinancialPlanning #FinancialEducation #planningforretirement
Просмотров: 35

Видео

Cost Segregation Explained: A Tax Strategy Every Business Owner Should Know2:48Cost Segregation Explained: A Tax Strategy Every Business Owner Should Know
Cost Segregation Explained: A Tax Strategy Every Business Owner Should Know
Просмотров 2221 день назад
Learn how cost segregation can help business and property owners save on taxes. Certified Financial Planner Cary Stamp explains this powerful tax strategy, which allows you to accelerate depreciation on interior assets of your property. Whether you’ve purchased or renovated a building, this is a must-know tip for maximizing your deductions and boosting your bottom line. #costsegregation #taxstr...
The Power of Principles: Life Lessons from Ray Dalio's Philosophy2:42The Power of Principles: Life Lessons from Ray Dalio's Philosophy
The Power of Principles: Life Lessons from Ray Dalio's Philosophy
Просмотров 196Месяц назад
Join Cary Stamp as he shares invaluable insights from a conversation with Ray Dalio, the famed hedge fund manager and author of Principles. Learn how to turn mistakes into a framework for better decision-making, codify your process, and create principles that guide success in all areas of life. Discover actionable advice for personal growth, leadership, and investment strategies. #RayDalio #Per...
The Power of Bond Ladders: Maximize Income and Reduce Risk4:16The Power of Bond Ladders: Maximize Income and Reduce Risk
The Power of Bond Ladders: Maximize Income and Reduce Risk
Просмотров 476Месяц назад
Learn how bond ladders can provide a reliable income stream and reduce portfolio risk. In this video, Austin Kuyrkendall explains how to structure a bond ladder, choose the right bonds, and integrate this strategy into your financial plan. Whether you're planning withdrawals or seeking portfolio stability, bond ladders are a simple yet powerful tool for smart investing. #BondLadders #ReliableIn...
Long-Term Care Explained: Avoid Financial Blind Spots in Retirement2:01Long-Term Care Explained: Avoid Financial Blind Spots in Retirement
Long-Term Care Explained: Avoid Financial Blind Spots in Retirement
Просмотров 25Месяц назад
Long-term care planning is essential, yet often overlooked. In this video, Jack Schanne, CFP, debunks common myths about long-term care, highlights the rising costs, and offers strategies to protect your savings and secure your future. Learn why early planning can give you more options and peace of mind as you approach retirement. #LongTermCarePlanning #retirementplanning #eldercare
Unlock Tax Benefits with Tax Loss Harvesting - A Smarter Investment Strategy1:48Unlock Tax Benefits with Tax Loss Harvesting - A Smarter Investment Strategy
Unlock Tax Benefits with Tax Loss Harvesting - A Smarter Investment Strategy
Просмотров 662 месяца назад
Join Jack as he breaks down tax loss harvesting, a strategic tool that turns market downturns into tax-saving opportunities. Discover how to use this technique to offset capital gains, reduce taxable income, and keep your investment strategy on track. Perfect for savvy investors looking to optimize their portfolio while minimizing tax liabilities. #taxlossharvesting #taxbenefits #investmentstra...
Discover Why Your Financial Story Matters for Your Future2:25Discover Why Your Financial Story Matters for Your Future
Discover Why Your Financial Story Matters for Your Future
Просмотров 502 месяца назад
carystamp.com/contact/ Your financial story is more than just numbers-it's a journey that shapes your future. In this video, we dive into why understanding and crafting your unique financial narrative matters and how your decisions impart wisdom and guidance that can profoundly impact your family's financial literacy and future wellbeing. Whether you're just starting out or re-evaluating your f...
Fee-Based vs. Commission-Based: Which Financial Advisor Model is Best for You?4:55Fee-Based vs. Commission-Based: Which Financial Advisor Model is Best for You?
Fee-Based vs. Commission-Based: Which Financial Advisor Model is Best for You?
Просмотров 1592 месяца назад
Choosing the right financial advisor can be challenging, especially when it comes to understanding fee-based vs. commission-based models. In this video, Cary breaks down the differences, benefits, and potential pitfalls of each approach so you can make the best decision for your financial future. Whether you're investing for the first time or looking to switch advisors, this guide can help clar...
Mastering Generous Gifting: Your Guide to Annual Gift Exclusions & Strategies3:02Mastering Generous Gifting: Your Guide to Annual Gift Exclusions & Strategies
Mastering Generous Gifting: Your Guide to Annual Gift Exclusions & Strategies
Просмотров 277Год назад
In this informative video, Cary Stamp breaks down the annual gift exclusion and shares expert strategies to maximize your generosity for your loved ones. Discover how you can accelerate your gifts, leverage spousal giving, and even extend your generosity to in-laws. Don't miss this essential guide to secure your family's financial future! #financialplanningtips #GiftExclusions #GenerosityStrate...
Unlocking Employee Loyalty: Non-Qualified Deferred Compensation Explained4:53Unlocking Employee Loyalty: Non-Qualified Deferred Compensation Explained
Unlocking Employee Loyalty: Non-Qualified Deferred Compensation Explained
Просмотров 1,7 тыс.Год назад
Discover the key to securing your top talent! In this video, Cary Stamp delves into the world of non-qualified deferred compensation. Learn how businesses retain invaluable employees by offering future bonuses tied to longevity. Cary breaks down the who, what, and how of these plans, shedding light on employer and employee contributions. Dive into the flexibility of design, from vested targets ...
Secure Your Retirement with QLACs: Longevity Insurance Explained5:03Secure Your Retirement with QLACs: Longevity Insurance Explained
Secure Your Retirement with QLACs: Longevity Insurance Explained
Просмотров 206Год назад
Are you concerned about running out of money in retirement? Worried about inflation eroding your savings? Discover the power of Qualified Longevity Annuity Contracts (QLACs) - a smart strategy to protect your financial future and ensure a worry-free retirement. Join us as we explain QLACs, their advantages, and how they can boost your income in retirement. Don't miss this essential guide to sec...
Maximize Your Retirement Flexibility: The In-Service Withdrawal Strategy Explained4:21Maximize Your Retirement Flexibility: The In-Service Withdrawal Strategy Explained
Maximize Your Retirement Flexibility: The In-Service Withdrawal Strategy Explained
Просмотров 711Год назад
Learn how to gain more control over your retirement planning with the little-known but powerful in-service withdrawal strategy! Cary Stamp from Cary Stamp and Co. shares insights on how you can utilize this technique to unlock a world of investment possibilities, reduce fees, and even convert traditional retirement funds to tax-free Roth IRA accounts. Watch now and take charge of your retiremen...
The Benefits and Limitations of Opening a Health Savings Account (HSA)2:11The Benefits and Limitations of Opening a Health Savings Account (HSA)
The Benefits and Limitations of Opening a Health Savings Account (HSA)
Просмотров 156Год назад
Financial planning expert, Matt Mellusi shares his insights on the benefits and limitations of Health Savings Accounts (HSA). TRANSCRIPT: Hi, I’m Matt with Cary Stamp & Co, and I'm here today to talk about a tax advantaged savings plan that you're probably not tapping into. It's known as an HSA or a health savings account. Now, how do you know if you have access to a health savings account but ...
South Florida Business Journal - Best Place to Work Award Goes to Cary Stamp & Co.2:21South Florida Business Journal - Best Place to Work Award Goes to Cary Stamp & Co.
South Florida Business Journal - Best Place to Work Award Goes to Cary Stamp & Co.
Просмотров 51Год назад
The South Florida Business Journal has awarded Cary Stamp & Co. with the Best Place to Work Award for small companies in south Florida! TRANSCRIPT: Cary I'm Cary Stamp with Cary Stamp & Company. Most people don't know this, but I'm from Iowa, and I came from fairly humble beginnings. Yeah, my dad drove a train for the railroad, and one summer I was a brakeman on the railroad when I was 19 years...
Secure Act 2.0: Converting 529 Funds to Roth IRA2:37Secure Act 2.0: Converting 529 Funds to Roth IRA
Secure Act 2.0: Converting 529 Funds to Roth IRA
Просмотров 384Год назад
Maximize Your 529 Funds with the changes made in Secure Act 2.0: Learn about the new options for converting 529 funds to a Roth IRA. TRANSCRIPT Austin: I'm Austin Kuyrkendall, financial analyst at Cary stamp & Co. My boss, Cary, has a problem. He has a daughter who's about my age and she just graduated college. Now she's probably looking to go to graduate school. But Cary put too much money in ...
Can Any Good Come From the FTX Debacle?1:33Can Any Good Come From the FTX Debacle?
Can Any Good Come From the FTX Debacle?
Просмотров 402 года назад
Can Any Good Come From the FTX Debacle?
How to Maximize Fine Art Donations to Charities4:19How to Maximize Fine Art Donations to Charities
How to Maximize Fine Art Donations to Charities
Просмотров 6442 года назад
How to Maximize Fine Art Donations to Charities
Making Your Money Last Longer in Retirement with Deferred Annuities2:28Making Your Money Last Longer in Retirement with Deferred Annuities
Making Your Money Last Longer in Retirement with Deferred Annuities
Просмотров 1492 года назад
Making Your Money Last Longer in Retirement with Deferred Annuities
A First Look at the 401(k) Contribution Limit for 2023 -- the Largest Increase in Years.1:33A First Look at the 401(k) Contribution Limit for 2023 -- the Largest Increase in Years.
A First Look at the 401(k) Contribution Limit for 2023 -- the Largest Increase in Years.
Просмотров 372 года назад
A First Look at the 401(k) Contribution Limit for 2023 the Largest Increase in Years.
Expert Primer on Employee Stock Ownership Plans. Learn the Who, Why, and How of an ESOP.5:27Expert Primer on Employee Stock Ownership Plans. Learn the Who, Why, and How of an ESOP.
Expert Primer on Employee Stock Ownership Plans. Learn the Who, Why, and How of an ESOP.
Просмотров 4,2 тыс.2 года назад
Expert Primer on Employee Stock Ownership Plans. Learn the Who, Why, and How of an ESOP.
A Great Place to Work in Wealth Management - Cary Stamp & Co, Principled Wealth Advisors3:46A Great Place to Work in Wealth Management - Cary Stamp & Co, Principled Wealth Advisors
A Great Place to Work in Wealth Management - Cary Stamp & Co, Principled Wealth Advisors
Просмотров 1902 года назад
A Great Place to Work in Wealth Management - Cary Stamp & Co, Principled Wealth Advisors
The Wisdom of Long-Term Investing: Be the Tortoise not the Hare.3:46The Wisdom of Long-Term Investing: Be the Tortoise not the Hare.
The Wisdom of Long-Term Investing: Be the Tortoise not the Hare.
Просмотров 1362 года назад
The Wisdom of Long-Term Investing: Be the Tortoise not the Hare.
Advice on Breaking Into the Wealth Management Field2:51Advice on Breaking Into the Wealth Management Field
Advice on Breaking Into the Wealth Management Field
Просмотров 772 года назад
Advice on Breaking Into the Wealth Management Field
Do You Have College-Age Kids and Family Income Higher than $160,000? These Tax Credits are for You.3:59Do You Have College-Age Kids and Family Income Higher than $160,000? These Tax Credits are for You.
Do You Have College-Age Kids and Family Income Higher than $160,000? These Tax Credits are for You.
Просмотров 6 тыс.2 года назад
Do You Have College-Age Kids and Family Income Higher than $160,000? These Tax Credits are for You.
My Unusual Reason for Being Terrified of Market Declines3:31My Unusual Reason for Being Terrified of Market Declines
My Unusual Reason for Being Terrified of Market Declines
Просмотров 1742 года назад
My Unusual Reason for Being Terrified of Market Declines
The Power of Starting Early with 529 College Savings Accounts: An Introduction for New Moms and Dads3:12The Power of Starting Early with 529 College Savings Accounts: An Introduction for New Moms and Dads
The Power of Starting Early with 529 College Savings Accounts: An Introduction for New Moms and Dads
Просмотров 712 года назад
The Power of Starting Early with 529 College Savings Accounts: An Introduction for New Moms and Dads
China's Economy Impacts All of Us. Recent Events May Be Cause for Concern.3:34China's Economy Impacts All of Us. Recent Events May Be Cause for Concern.
China's Economy Impacts All of Us. Recent Events May Be Cause for Concern.
Просмотров 2092 года назад
China's Economy Impacts All of Us. Recent Events May Be Cause for Concern.
Avoid this Big Mistake in 529 Account Investing2:02Avoid this Big Mistake in 529 Account Investing
Avoid this Big Mistake in 529 Account Investing
Просмотров 1222 года назад
Avoid this Big Mistake in 529 Account Investing
Welcome to "No Judgment" Financial Advice and Planning1:39Welcome to "No Judgment" Financial Advice and Planning
Welcome to "No Judgment" Financial Advice and Planning
Просмотров 732 года назад
Welcome to "No Judgment" Financial Advice and Planning
What You Need to Know About the Inflation Reduction Act of 20223:31What You Need to Know About the Inflation Reduction Act of 2022
What You Need to Know About the Inflation Reduction Act of 2022
Просмотров 1572 года назад
What You Need to Know About the Inflation Reduction Act of 2022

Комментарии

  • @WWIIPacificHistory
    @WWIIPacificHistory 10 месяцев назад

    Can you combine key employee insurance and a deferred compensation plan with cash value life insurance?

  • @imranqureshi7055
    @imranqureshi7055 4 года назад

    Very precise and informative, thank you! I have a Qs if you can answer: If I contribute to tIRA and without investing want to convert to rIRA, then how long should I wait to do this conversion. This contribution would be coming from after tax income. Thank you in advance for sharing your thoughts.

  • @Kianarevision
    @Kianarevision 4 года назад

    Great post! I believe you'd enjoy my content too. Keep up with the great work! 💞💖