While cash and stable investments can feel safer in the short term, this blog explores how inflation can quietly erode purchasing power and why long-term growth remains essential for retirement planning.

History shows markets often recover quickly after geopolitical shocks. Here's what wars and global conflicts have meant for investors.

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.