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Posts by Blaine Carr, Sr. Wealth Advisor

Video: Investment Securities That May Help You Grow & Preserve Your Wealth

By Blaine Carr, Sr. Wealth Advisor | February 24, 2021
Compass leading to investing

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…

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Video: Post-Election Tax Speculation: Preparing for 2020 & Beyond

By Blaine Carr, Sr. Wealth Advisor | December 28, 2020
Image of White House

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…

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Video: Stay on Top of Required Minimum Distribution Rule Changes for 2020

By Blaine Carr, Sr. Wealth Advisor | December 4, 2020
Image of calendar

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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