Our Blog - Surety Matters

  Marrying again later in life? Beautiful! Do talk about your hopes for how assets are to be shared with loved ones when you die. Better yet, experts say, make a plan. Don’t forget to…
Read Moreabout Second Marriage? Estate Planning Tips

With small businesses across the country contracting or expanding in sync with the challenges and opportunities at hand, retirement plan sponsors are encouraged to customize the plan to meet current needs. Experts provide examples of…
Read Moreabout Plan Design for Shifting Times

Small businesses are confronting tight hiring markets as they strive to recover from the pandemic’s economic impact. Offering a retirement plan can be a competitive advantage. Here is guidance and cautionary advice for business owners…
Read Moreabout Retirement Plan Fundamentals

  Gallup’s latest poll indicates that despite the traumatic lessons of the pandemic, the percentage of American’s who have created a will has remained about the same for the past three decades. Here are the…
Read Moreabout Wills: Make One?

  Each state has its own procedures and laws for the probate process, though the end goal is the same: transferring assets out of the deceased person’s name to heirs or beneficiaries. When there is…
Read Moreabout What Are The Steps of Probate?

“No—you just have to wait,” is among the scariest phrases general contractors can hear—as in, the materials needed for a job are unavailable. As supply chain disruption continues to wreak havoc in the industry, contractors…
Read Moreabout Construction: Tech Time

  Industry economists see a “path to normalcy” emerging, despite continued challenges fighting the spread of COVID-19, as well as supply chain disruptions and labor shortages. A spectacular second half of 2021? That’s in the…
Read Moreabout Construction Forecast: Resilience

  Small businesses juggle so many challenges and opportunities in the forge forward. Given tight resources, it is tempting to think that cyber breaches won’t happen “to us.” Of course that’s not a real risk…
Read Moreabout Small Biz? Cyber Security Tips

Surveys indicate that about 70% of plan sponsors have been using the same record keeper for 5-7 years. Given the changes and possibilities in the field, it might be time to explore current offerings. Cybersecurity?…
Read Moreabout Error Reduction? Tips for Plan Sponsors