StampNotes

BLOG, COMMENTARY, AND NEWS

Weathering-the-Coronavirus-Crisis-and-Market-Decline

A Time for Gratitude and Patience

By Cary Stamp | April 4, 2020

Leading financial advisor Cary Stamp puts the Coronavirus crisis and market decline into perspective, discussing the need for patience and gratitude in getting to the other side.   SCHEDULE A CONSULTATION: TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. I wanted to address one more time what’s going on during the Coronavirus…

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How-Much-Life-Insurance-Do-You-Need?

How Much Life Insurance Do You Need?

By Cary Stamp | March 29, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, provides perspective on the proper amount of life insurance and the question of whether your beneficiaries would need to use the principal of life insurance proceeds for living expenses.     SCHEDULE A CONSULTATION: TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment.…

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Long-term-Wealth-Creation

Taking Advantage of Opportunities for Long-Term Wealth Creation

By Cary Stamp | March 18, 2020

Cary Stamp—leading Jupiter, FL financial advisor—calls upon decades of experience to offer his view that the Covid-19 crisis may be a generational opportunity for long-term wealth creation.     SCHEDULE A CONSULTATION: TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. And I’d like you to listen to something. [knock knock knock]…

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Investment-Strategies-for-Down-Market

3 Investment Management Strategies for a Down Market

By Cary Stamp | March 14, 2020

Leading financial advisor Cary Stamp offers three potentially profitable investment strategies for market declines.       SCHEDULE A CONSULTATION:   Tax Loss Harvesting, Roth IRA Conversions, and Buying Low with Dollar Cost Averaging. TRANSCRIPT: Hi, I’m Cary Stamp, this is a Principled Wealth Moment. Nobody likes a down market, but I’m going to explain…

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Cary-Stamp-Community-Service-Giving-Back

The Importance of Making a Difference in Your Community

By Cary Stamp | March 4, 2020

Cary Stamp, leading financial advisor in Jupiter, FL, shares his perspective on making a difference in the world by giving back to local community organizations.       SCHEDULE A CONSULTATION:   TRANSCRIPT: I grew up in Iowa and growing up in Iowa was pretty average. I went to a public school, I got pretty…

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Secure-Act-Tax-Credits-for-Launching-New-401k

Phenomenal Tax Credits up to $5,000 per year for Launching a New 401(k) Plan

By Cary Stamp | February 26, 2020

Leading financial advisor Cary Stamp, based in Jupiter, FL, offers an overview of the exceptional tax credits up to $5,000 per year for businesses that launch new 401k plans (made available through a Secure Act provision).     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is…

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Jupiter-FL-Financial-Advisor

Maximize Your Pension with a Huge Lump Sum Passed on to Beneficiaries

By Cary Stamp | February 6, 2020

Jupiter, FL financial advisor Cary Stamp briefly outlines an innovative Pension Maximization strategy that can add a huge lump sum to the assets you pass on to beneficiaries. SCHEDULE A CONSULTATION:   TRANSCRIPT: I am Cary Stamp with Cary Stamp and Company. This is a Principled Wealth Moment. And if you’re somebody that has a…

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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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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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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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