Posts by Blaine Carr, Sr. Wealth Advisor
Video: Income Tax Payments: Are You Withholding Enough or Too Much in Income Taxes?
You have probably filed your 2020 income tax return by now. Did you owe or did you get a refund? Either is fine, but you might need to modify the amount of tax you pay throughout the year. Senior Wealth Advisor, Blaine Carr provides a deeper look into income tax payments and how proper…
Read MoreVideo: Introduction to Stock Investments
Are stocks risky? Why would I want to invest in stocks? Senior Wealth Advisor, Blaine Carr provides some stock basics and breaks down the main risks and rewards you will face when investing in stocks. Introduction to Stock Investments Video Transcript: Are stocks risky? Why would I want to invest in stocks? Blaine Carr provides…
Read MoreVideo: Introduction to Bond Investments
Do bonds have risk? Do I need bonds? Senior Wealth Advisor, Blaine Carr provides some bond basics and breaks down five main risks you will face with bonds as well as why you should consider a bond investment. Introduction to Bond Investments Video Transcript: Your savings account is most likely paying you little interest. No…
Read MoreVideo: Investment Securities That May Help You Grow & Preserve Your Wealth
Do you know what you are invested in, and why? Senior Wealth Advisor, Blaine Carr provides a summary on different investment securities you may purchase to help grow and preserve your wealth. Investment Securities That May Help You Grow & Preserve Your Wealth Video Transcript: Are you interested in making an investment and cannot figure…
Read MoreVideo: Post-Election Tax Speculation: Preparing for 2020 & Beyond
How will Joe Biden’s tax plan affect you? How should you prepare for 2020 and beyond? Blaine Carr breaks down Biden’s tax proposal and offers guidance to reduce your taxes. Post-Election Tax Speculation: Preparing for 2020 & Beyond Video Transcript: Hello again, this is Blaine Carr and I am a Senior Wealth Advisor with Petersen…
Read MoreVideo: Stay on Top of Required Minimum Distribution Rule Changes for 2020
Did you know Congress has waived Required Minimum Distributions for 2020? What does this mean and what action should you take? Join Blaine Carr for a deeper look into this CARES Act provision and some of the strategies you should consider. Stay on Top of Required Minimum Distribution Rule Changes for 2020 Video Transcript: Welcome,…
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