StampNotes

BLOG, COMMENTARY, AND NEWS

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…

Read More
Sustainable ESG Investing Performance

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller | January 16, 2020

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

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…

Read More
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…

Read More
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…

Read More
wills trust 529 plans for new grandparents

Financial Thoughts from a New Grandfather

By Frank Francese | December 15, 2019

I was given a new nickname this week. “Pops!” I became a grandfather. In response, I immediately let my imagination run wild and scoured the web for “tiny baseball mitts” and “really small golf clubs,” but my practical side reappeared and I thought: “what would be the most prudent action for a grandfather to take…

Read More
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:…

Read More
Estate-Tax-Planning

Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Brian Sirota | December 11, 2019

An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…

Read More

The Basics and Benefits of 457(b) Plans

By Andrew Trammell | December 2, 2019

If you’re a state or local government employee with a 457(b) deferred compensation plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch…

Read More
Donor-Advised-Funds

Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 28, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

Read More