[Sep 1, 2015]

Lori


Lori Colclasure, of Palm Beach Gardens, has been promoted to Director of Financial Planning for Cary Stamp & Company. In this role, Colclasure will supervise strategies for the firm’s wealth management clients in estate planning, income taxes and risk management.


“For the past 25 years, Lori has been providing stellar accounting and financial planning services to a broad range of clients. She is amazingly qualified for her new role in our firm, thanks to her professional education and extensive experience,” …

Read the full story »

Uncategorized »

[Sep 26, 2016]

 Palm Beach Financial Planner Cary Stamp & Company is pleased to welcome Sharon Stamp back to the financial and wealth management firm after a long hiatus. Ms. Stamp will be serving in a support role for founder/CEO Cary Stamp, CFP®, CDFA® and Financial Advisor. Ms. Stamp previously worked for Cary Stamp & Company in 2002-2003, helping to establish the predecessor firm, Lincoln Park Financial Group in Chicago, with marketing, bookkeeping and administrative support.


Ms. Stamp graduated with a degree in Marketing & Communications …

Press Release »

[Jun 28, 2016]


The Director of Financial Planning for Cary Stamp & Company recently passed the comprehensive Certified Financial Planner® (CFP) certification exam. Lori Colclasure, who is also a Florida-licensed Certified Public Accountant (CPA) and a Certified Divorce Financial Analyst (CDFA™), now officially can use the CFP® designation. She supervises strategies for Cary Stamp & Company’s wealth management clients in estate planning, income taxes and risk management.


CFP designation is the standard of excellence in the financial planning industry. CFPprofessionals have completed extensive training and a …

Blog, Divorce Financial Planning »

[Mar 4, 2015]

 



By Cary B. Stamp CFP®, CDFA™


Most divorce cases in Florida are settled long before they are even scheduled for trial. Mediation sessions and attorney negotiations usually lead to a reasonable outcome in most cases. Unfortunately, it is very hard to measure “results” in a divorce case because cases with similar facts could result in a wide range of settlements. Many factors come into play, such as income, assets and the employability of a non-working spouse.


As financial advisors in these cases, we are …

Divorce Financial Planning »

[Jan 23, 2015]

Divorce Financial Planning in TequestaOften divorce is not just a simple parting of ways, it’s a parting of households. Everything that you once owned together has to be divided between two households now, and that can take its toll on anyone, both emotionally and financially. So how do you navigate through your divorce financial planning and keep the stress to a minimum? Well it’s not always easy, but using these tips …

Uncategorized »

[Nov 11, 2014]
As featured in The Florida Bar Family Law Section Commentator


 Presented by Cary Stamp


At the 2013 Florida Bar Family Law Section Fall Retreat, Elisha Roy recommended that family lawyers “take care of themselves.” Then at the publications committee meeting, she suggested that the commentator focus on mental and physical well-being issues. Her remark prompted me to ask, “What about financial well-being?”


 


Over the past decade, I’ve had the privilege of working with a number of family lawyers on their own financial and estate plans. I also …