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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 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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Secure-Act

Four Ways the Recently Passed Secure Act Will Impact Individual Investors

By Cary Stamp | December 27, 2019

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.     SCHEDULE A CONSULTATION:   TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth…

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Donor-Advised-Funds-Bunching-Deductions

Save on Taxes with Bunched Charitable Contributions to Donor Advised Funds

By Cary Stamp | December 26, 2019

Leading financial advisor Cary Stamp, CFP®  discusses the tax efficiency benefits of Donor Advised Fund bunching deductions.   SCHEDULE A CONSULTATION:   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…

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Year-end-tax-savings-strategies

Important Year-End Tax Planning Ideas for Individuals and Businesses

By Cary Stamp | December 13, 2019

  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.   SCHEDULE A CONSULTATION:   TRANSCRIPT:…

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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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Charitable Giving and Philanthropy Through Donor Advised Funds

By Cary Stamp | August 28, 2019

   TRANSCRIPT of Charitable Giving and Philanthropy: I’m Cary Stamp and this is a Principled Wealth Moment. Most of the families that we work with are charitably-inclined. One of the things that a lot of people don’t realize is, with the new tax laws, there are some ways that you should be making your…

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Protect Your Business with Key Man Life Insurance and Deferred Compensation Plans

By Cary Stamp | August 14, 2019

  TRANSCRIPT: I’d like to discuss how providing for your employees can be great for your company. I like to talk with our business owner clients about what would happen to your business if for some reason one of your key employees died or became disabled. And unfortunately, this touches all too close to home.…

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