StampNotes

Blog, Commentary, And News

The Importance of Making a Difference in Your Community

By Cary Stamp \ March 4, 2020
Cary-Stamp-Community-Service-Giving-Back

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.         TRANSCRIPT: I grew up in Iowa and growing up in Iowa was pretty average. I went to a public school, I got pretty good grades and…

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

By Cary Stamp \ February 26, 2020
Secure-Act-Tax-Credits-for-Launching-New-401k

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).       TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is a Principled Wealth…

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

By Cary Stamp \ February 6, 2020
Jupiter-FL-Financial-Advisor

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.   TRANSCRIPT: I am Cary Stamp with Cary Stamp and Company. This is a Principled Wealth Moment. And if you’re somebody that has a pension, maybe you…

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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…

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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…

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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…

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Four Ways the Recently Passed Secure Act Will Impact Individual Investors

By Cary Stamp \ December 27, 2019
Secure-Act

What’s in the Secure Act? Financial advisor Cary Stamp addresses the four primary ways the recently passed Secure Act will affect individuals and families, most notably on Individual Retirement Accounts (IRAs) and 529 Education Plans.       TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth moment. Welcome to…

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Save on Taxes with Bunched Charitable Contributions to Donor Advised Funds

By Cary Stamp \ December 26, 2019
Donor-Advised-Funds-Bunching-Deductions

Leading financial advisor Cary Stamp, CFP®  discusses the tax efficiency benefits of Donor Advised Fund bunching deductions.   TRANSCRIPT: Today I’d like to talk about how we can make the world a better place, and get some tax deductions all at the same time. And it’s by using a strategy that we call “Bunching Deductions.”…

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Important Year-End Tax Planning Ideas for Individuals and Businesses

By Cary Stamp \ December 13, 2019
Year-end-tax-savings-strategies

  Leading financial advisor Cary Stamp, CFP® provides five year-end tax planning ideas: three for individuals, and two for businesses. Ideas include tax loss selling, avoiding high mutual fund capital gains, bunching deductions on Donor Advised Funds, end of year equipment or vehicle purchases, and maximizing retirement plan contributions.   TRANSCRIPT: I’m Cary Stamp and…

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Thanksgiving is About Family

By Cary Stamp \ November 18, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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