StampNotes

BLOG, COMMENTARY, AND NEWS

Solo-or-Individual-401k

How to Maximize Contributions and Tax Deductions to a Solo 401(k)

By Cary Stamp | January 29, 2020

Leading financial advisor Cary Stamp provides a quick lesson on how entrepreneurs such as attorneys and real estate agents with 1099 income can maximize contributions to what’s known as a Solo or Individual 401(k).   SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment. Today, I’m going to explain…

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Types-of-Life-Insurance

The Urgency of Owning Life Insurance for Family Risk Management

By Andrew Trammell | January 28, 2020

For those who are new to the concept, there’s much to consider when it comes to “risk management” in your personal life. How much and which types of life insurance do I need? Should I purchase disability insurance? Is my health insurance coverage adequate? These questions can be challenging, however, if you understand the 5…

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When-To-Take-Social-Security

When to Take and How to Maximize Social Security Benefits

By Cary Stamp | January 20, 2020

In this video, Cary Stamp, leading investment and financial advisor based in the Jupiter, FL area, briefly addresses one of the most common question asked of financial advisors: “When should people start taking social security benefits?”.   SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. Today I’m going…

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Sustainable ESG Investing Performance

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller | January 16, 2020

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. Sustainable ESG Investing Performance Below, we share four graphs comparing the performance of broad indexes…

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Hybrid-Long-Term-Care

Hybrid Long-Term Care Insurance Combines Long-Term Care Benefits and Life Insurance in One Policy

By Cary Stamp | January 7, 2020

Financial advisor Cary Stamp discusses the value of Hybrid Long Term Care Insurance, a powerful combination of Long Term Care Benefits with Life Insurance that preserves your capital.   SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment. Today I’m going to talk about a subject that most people…

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