
Notes on the Economy – Q2 2025 Summary
Households and businesses stepped up purchases of foreign goods in Q1, buying
in advance of need in order to front-run the imposition of very scary tariff increases.

Here’s What to Focus On During the Chaos
Answers to several questions perplexing many investors.

Deciding Between a Traditional or a Roth 401(k)?
Consider diversifying retirement assets across both account types for future flexibility.

Foggy Roads Lie Ahead; Prepare Yourself for Risks, Opportunities
Here’s what investors should do if they’re troubled by government actions and growing economic uncertainty.

Getting Ready for Retirement
Thoughtful retirement planning at least five years out can make a difference.

Notes on the Economy – Q1 2025 Summary
Recently the river of data flowing from reporting agencies has been lacking in clarity, with some key items being contradictory and questionable.

Benefits of Spousal Lifetime Access Trusts (SLATs)
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.

Five Ways To Solve the Estate-Tax Trap
These five strategies can help wealthy individuals navigate the estate-tax trap.

Financial Planning for Couples Marrying Later in Life
Protect the life and wealth you have already accumulated.

Financial “Baby Steps” When Planning to Start a Family
Take advantage of this qualifying event to put your growing family on firm financial footing.