Perkins Wealth Advantage

📜 Warren Buffett’s will is simple, clear, and rooted in long-term thinking, just like his investment philosophy. In this post, I break down what we can all learn from how one of the world’s wealthiest people plans to pass on his wealth.

Warren Buffett's Will, and What We Can All Learn From It “If your kids are going to inherit your legacy, shouldn’t they understand it first?” Warren Buffett thinks so, and I agree. Here’s how to talk to your family about your will (without causing conflict).

👵👴 Caring for aging parents can be emotional, overwhelming, and financially complex. In this post, I outline the key conversations, documents, and planning steps every family should consider before a crisis hits.

How to Navigate the Challenges of Aging Parents 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.

📉📈 Markets always make noise, but that doesn't mean you have to listen. In this post, I share a short film and the investing philosophy I often recommend to clients who feel overwhelmed or stuck.

Watch, read, and breathe a little easier

Why I Recommend Tune Out the Noise to Clients Feeling uncertain about investing right now? This documentary, Tune Out the Noise, explains why a research-driven, long-term strategy beats market timing, and why that’s the approach I recommend to clients.

📚☀️ Getting your summer reading list in order? Before the long weekend kicks off, check out my top 3 investing books that will sharpen your mindset and strengthen your plan.

Here’s to smarter reading and better investing!

Get Your Summer Reading List in Order: 3 Books That Will Make You a Better Investor 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 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.

Coordinating Family Support: Sharing the Load in Caregiving

Last Thursday, the S&P 500 hit its first 10% correction in three years. It feels unsettling, but history tells us that volatility is normal and necessary for long-term growth. Markets adapt, businesses adjust, and investors who stay the course are rewarded.

Read more in my most recent blog post:

Putting the Current 10% Pullback in Perspective The S&P 500 just hit its first 10% correction in three years. It feels unsettling, but history tells us that volatility is normal and necessary for long-term growth. Markets adapt, businesses adjust, and investors who stay the course are rewarded.

Planning your retirement spending doesn’t have to feel like walking a tightrope. Dynamic retirement income guardrails offer a flexible approach to balancing your current lifestyle with long-term financial security. Learn how this evolving strategy enhances the traditional 4% withdrawal rule and helps retirees confidently enjoy their wealth.

Retirement Spending with Dynamic Guardrails: A Smarter Approach to Enjoying Your Wealth Planning your retirement spending doesn’t have to feel like walking a tightrope. Dynamic retirement income guardrails offer a flexible approach to balancing your current lifestyle with long-term financial security. Learn how this evolving strategy enhances the traditional 4% withdrawal rule and he...

When a loved one becomes incapacitated, being prepared can make all the difference. This guide covers essential steps, from setting up powers of attorney and organizing financial accounts to planning for long-term care and managing digital assets. Learn how to navigate these challenges with confidence and compassion.

Navigating Financial and Legal Matters When a Loved One Becomes Incapacitated When a loved one becomes incapacitated, being prepared can make all the difference. This guide covers essential steps, from setting up powers of attorney and organizing financial accounts to planning for long-term care and managing digital assets. Learn how to navigate these challenges with confiden...

The Power of Giving: Why Gifting During Life is Better Than Waiting Until Death

Discover why giving during your lifetime, or 'with a warm hand,' offers emotional rewards, financial advantages, and strengthens family bonds. Learn how early gifting can secure your legacy while reducing taxes and enhancing your loved ones' futures.

Latest blog post in the first comment!

Why I Love Direct Indexing: A Powerful Tool for Tax Savings

Direct indexing offers a powerful strategy for maximizing tax savings while staying invested in the market. By allowing year-round tax-loss harvesting and personalized portfolio management, it helps investors reduce taxes and boost long-term after-tax returns.

A link to my latest blog is in the comments.

Is Owning Individual Stocks A Loser’s Game?

The latest research appears to say so.

Investing in individual stocks often leads to underperformance, with only a small fraction driving market gains. Learn why diversification is the smarter strategy to reduce risk and capture long-term returns in today's complex financial landscape.

Is Owning Individual Stocks A Loser’s Game? Investing in individual stocks often leads to underperformance, with only a small fraction driving market gains. Learn why diversification is the smarter strategy to reduce risk and capture long-term returns in today's complex financial landscape.

Discover the benefits of starting a Roth IRA for your child or grandchild this summer. With summer jobs in full swing, it's the perfect time to teach them about saving and investing for their future. Learn how to maximize their earnings with tax-free growth and set them up for financial success. Read more to find out how a small contribution today can grow into a substantial retirement fund tomorrow.

Summer is Here! Start a Roth IRA for Your Child or Grandchild Discover the benefits of starting a Roth IRA for your child or grandchild this summer. With summer jobs in full swing, it's the perfect time to teach them about saving and investing for their future. Learn how to maximize their earnings with tax-free growth and set them up for financial success. Rea...