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Posts by Blaine Carr, Sr. Wealth Advisor

Video: SECURE Act 2.0: Understanding the Benefits for Retirees

By Blaine Carr, Sr. Wealth Advisor | January 24, 2023
Image of Blaine Carr and the title, "SECURE Act. 2.0: Inheriting an IRA: What You Need to Know"
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Video: SECURE Act 2.0: Inheriting an IRA: What You Need to Know

By Blaine Carr, Sr. Wealth Advisor | January 18, 2023
Image of Blaine Carr and the title, "SECURE Act. 2.0: Inheriting an IRA: What You Need to Know"
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Video: SECURE Act 2.0: RMD Age Changes for 2023

By Blaine Carr, Sr. Wealth Advisor | January 12, 2023
Image of Blaine Carr and the title, "SECURE Act. 2.0: RMD Age Changes for 2023"
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Video: Estate Planning 101: 5 Important Documents You Need & Why

By Blaine Carr, Sr. Wealth Advisor | October 28, 2021
Man signing legal documents
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Video: Washington State Long-Term Care Program: What You Need to Know

By Blaine Carr, Sr. Wealth Advisor | October 11, 2021
Close up of a granddaughter helping her grandfather around the house
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Video: Optimizing Strategies for Tax-Effective Charitable Giving

By Blaine Carr, Sr. Wealth Advisor | August 10, 2021
Hand holding heart figure
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Video: Bunching Tax Deductions: How It Can Save You Money

By Blaine Carr, Sr. Wealth Advisor | July 26, 2021
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Video: Income Tax Payments: Are You Withholding Enough or Too Much in Income Taxes?

By Blaine Carr, Sr. Wealth Advisor | May 18, 2021
Person filling out tax form
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Video: Introduction to Stock Investments

By Blaine Carr, Sr. Wealth Advisor | April 9, 2021
NY Stock Exchange
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Video: Introduction to Bond Investments

By Blaine Carr, Sr. Wealth Advisor | March 9, 2021
Person holding money
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