JL Perkins Wealth ManagementBlog


Why The Focus on Tax Returns?

November 4, 2021

Thursday, Nov. 4th You may not know the name Willie Sutton. He was born in 1901 and died in 1980. What was his claim to fame? He was a very well-known bank robber in his time. He was very good at it. Records show that he stole over 2 million dollars over a bank robbery…

Days or Decades: What’s it going to be?

October 20, 2021

Wednesday, Oct. 20th I’m going to borrow an email from a mentor and fellow advisor, Carl Richards. I don’t think I could relay his point in a better way, so here’s an excerpt from him. I’ll give you my thoughts afterwards: ********* What I’m about to tell you is going to sound crazy… but bear…

20 Years of Marriage…How it all started!

October 6, 2021

Wednesday, Oct. 6th October 6th, 2001. Seems like it was just yesterday, but it was 20 years ago. A lot has changed since then. Technology is one glaring change since that time. The way we use Al Gore’s internet is one of the things that jump out to me. Even more amazing is what our…

Busy Busy

September 22, 2021

Wednesday, Sept. 23rd One of the things people ask others when they haven’t seen them in a while is – “how’s everything going?” One of the most common answers is a reference to how busy they are. I have a friend that I don’t see that often, but when I do and I ask him…

The Comparison Trap

September 8, 2021

Wednesday, Sept 8th One of the traps that we all fall into is comparing ourselves to others. We’ve all heard the saying “keeping up with the Joneses”. We’ve probably seen examples of how someone bought something and then someone else bought something a little bit bigger, or a little bit better. Apparently there are 2…

Prayers for Walker Bethune

July 20, 2021

I know many of you are aware of this situation, but I wanted to make everyone else aware so you can add this to your prayer list. On Saturday afternoon, a family that we have known for quite some time experienced an unimaginable event. David and Stacey Bethune were vacationing with their 2 kids, Walker…

3 Phases of Retirement: Go-Go, Slow-Go, No-Go Years

July 8, 2021

Thursday, July 8th, 2021 Many of you have heard me talk about what I call the 3 phases of retirement. The Go-Go years, the Slow-Go years and the No-Go years. I saw that in full display last week in St. Simons. People in all 3 phases of retirement enjoying things at a different pace.  I…

Folds of Honor

June 24, 2021

Thursday, June 24th, 2021 Last week I had the opportunity to attend a conference with 400 of the top advisers in the country. We heard from some great speakers during the three day conference. John Maxwell, The founder of the Maxwell Institute for leader ship and one of the most well-known public speakers in the…

The day trader on the beach

June 9, 2021

June 9, 2021 The day trader on the beach I was able to enjoy a few days at the beach last week as the kids finished up finals the Friday before. Weather was good, food was great, and we had a blast. We usually hit the beach later in the afternoon to avoid the blistering…

Secure Upload Portal

May 18, 2021

Tuesday, May 18th, 2021 A Secure Upload Portal Over the last few months, we’ve met with more clients than ever who have told me that their number one concern is the future of taxes. Most people are of the opinion that taxes have nowhere to go but up. I am of the same opinion. There…

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