Our Investment Philosophy Is Rooted in Academic Research
At Perkins Wealth Advantage, we practice an evidence-based approach to investing.
Perkins Wealth Advantage
Blog
Retiring This Year? What You Should Consider.
Retirement is the single biggest, scariest financial decision people ever have to make, and it involves the largest sum of money they will ever have to move. Here are seven things to consider when contemplating retirement.
SECURE Act 2.0: Executive Summary
Need an executive summary on SECURE Act 2.0 which was passed into law in the final days of 2022? Look no further.
2023 Retirement Account Contribution Limits
The IRS has released record high retirement plan contribution increases for 2023. This article details the changes.
Health Savings Accounts – First Save. Then Invest. Decades Later, Reimburse.
A short piece on how to maximize your Health Savings Account.
Searching for an Estate Planning Attorney Who is Experienced in Working with High-Net-Worth Families? Here are Four Questions You Should Ask
Searching for an Estate Planning Attorney Who is Experienced in Working with High-Net-Worth Families? Here are Four Questions You Should Ask