StampNotes

Blog, Commentary, And News

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

By Cary Stamp \ January 29, 2020
Solo-or-Individual-401k

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).     TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment. Today, I’m going to explain to you how…

READ MORE ⟶

When to Take and How to Maximize Social Security Benefits

By Cary Stamp \ January 20, 2020
When-To-Take-Social-Security

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?”.     TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. Today I’m going to talk about…

READ MORE ⟶

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller \ January 16, 2020
Sustainable ESG Investing Performance

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…

READ MORE ⟶

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

By Cary Stamp \ January 7, 2020
Hybrid-Long-Term-Care

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.     TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment. Today I’m going to talk about a subject that most people really don’t like…

READ MORE ⟶