This article explains the new IRS rule requiring higher-income workers age 50 and older to make catch-up contributions to employer retirement plans as Roth contributions rather than pretax. It outlines who is affected, the tax implications, and the steps participants should take to avoid suspended contributions and ensure their retirement strategy remains aligned with long-term tax planning goals.

This post introduces a 2026 Family Vision Session designed to help individuals and families reflect on the wins and lessons of 2025 while setting meaningful goals for the year ahead. Through a structured goal-setting template, readers are guided to align family, personal, and financial priorities to create a more intentional and fulfilling 2026.

We’re thrilled to welcome Ashley to the Perkins Wealth Advantage team! As our new Client Service Associate, Ashley brings energy, warmth, and a focus on details that help keep your financial life running smoothly. Watch our short video to get to know her and see why we’re so excited to have her on board.

Looking to add something meaningful to your summer reading list? These three books won’t give you stock tips, but they will help you become a smarter, calmer, and more confident investor. Each one offers timeless lessons on behavior, discipline, and long-term success.

Caring for aging parents can feel overwhelming, but with proactive planning and the right support, it doesn't have to be. This guide breaks down key legal, financial, emotional, and practical steps to help you confidently navigate this important chapter for your family.

Caring for an aging parent or loved one is a shared responsibility, not a solo job. Learn practical ways to coordinate family support, divide caregiving tasks, and prevent burnout while ensuring your loved one gets the best care.