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Maximizing-Social-Security-Tips

Little Known Tips for Maximizing Lifetime Social Security Benefits

By Andrew Trammell | July 21, 2020

First, Let’s Look at How Social Security Benefits Work. Before we move on to my tips for maximizing Social Security benefits, here’s a quick primer on how the system works. To become eligible for benefits, you need to earn what’s referred to as 40 “credits.” A credit is essentially each quarter per year worked, so…

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Three-Investment-Books-That-Impacted-My-Career

Three Investment Books That Impacted My Financial Career

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares a brief overview of the three investing books that had a major impact on his investment management and financial advisory career.       SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have…

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Recovering-From-Financial-Adversity

My Personal Secret and How It Can Help You Financially

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares an uncomfortable secret that can help you recover from financial adversity or a mistake that you feel vulnerable or embarrassed about. Don’t be afraid to admit your mistake and seek the assistance of a financial advisor to get back on track.       SCHEDULE A CONSULTATION: TRANSCRIPT: Recovering from…

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Secure-Act-Stretch-IRA-Elimination

A Great Solution After The Secure Act’s Elimination of the “Stretch IRA”

By Cary Stamp | June 5, 2020

The Secure Act eliminated the Stretch IRA option for beneficiaries to distribute inherited IRAs over their lifetimes. Now there’s a 10-year distribution maximum. If you’re close to retirement, have a lot of money in retirement plans, and want to maximize assets passed on to beneficiaries when you’re no longer here, there’s a great solution.  …

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What-is-529-plan

Saving for Family Education Expenses with Tax-Advantaged 529 Plans

By Cary Stamp | June 3, 2020

Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college.   SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp, and this…

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Investing-During-a-Recession

Managing Investments During Recessions and Market Declines

By Cary Stamp | May 19, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, shares his view on how individuals and families should approach investment management during recessions and market declines.     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp. I’ve gotten a lot of questions lately about what’s going on in the markets and what’s happening in…

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Timing-the-Market-Cary-Stamp

Think: Time in the Market, not Timing the Market

By Cary Stamp | May 18, 2020

Leading financial advisor Cary Stamp comments briefly on why timing the stock market is so difficult, and why letting assets grow long-term (“time in the market”) is the path to wealth creation.   SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. I’d like to talk today about…

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CARES-Act-Provisions-for-401k-IRA-Accounts

Beneficial CARES Act Provisions for 401k and IRA Accounts

By Cary Stamp | May 6, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, provides an update on beneficial CARES Act provisions for retirement accounts—including IRAs and 401(k)s—to help with the financial challenges of the COVID-19 crisis.        SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. I would like to…

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Client Market Update – May 2020

By Cary Stamp | May 4, 2020

Leading financial advisor Cary Stamp delivers his Market Update for early May 2020. He shares some thoughts from Scott Minerd of Guggenheim Partners, as well as his own view of proper risk management within the new normal of market volatility.     SCHEDULE A CONSULTATION: TRANSCRIPT: Hi. Most of you know that I’m Cary Stamp…

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How To Do the Back Door Roth IRA

By Cary Stamp | April 17, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, offers a quick description of the Back Door Roth IRA strategy, which is the method for contributing to a Roth IRA even if you earn too much income.     SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment, and today…

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