Our Blog - Surety Matters

  Revocable trusts, sometimes referred to as “living trusts,” can accomplish a lot, and therefore often play a foundational role in estate plans. Assets placed in revocable trusts by-pass the public process of probate, ensuring…
Read Moreabout Pros and Cons of Revocable Trusts 

  While it’s important for every adult to have an estate plan, those who own businesses need to go even further, integrating personal estate planning with a succession plan that details how a business will…
Read Moreabout Questions for Business Owners

  The $1.2 trillion Infrastructure Investment and Jobs Act (IIJA) was signed into law in late 2021, committing $550 billion for new initiatives related to roads, bridges, mass transit, water, resilience, and broadband. The five…
Read Moreabout Progress Report: Infrastructure?

  Although the allure of building a fleet of incredible equipment has always been tantalizing for construction company owners, renting is turning out to be a great strategy for growing a business. This is especially…
Read Moreabout Get An Edge: Equipment Rental

  Many employees are now “flexing” into retirement via part-time work, down-sized responsibilities or passion-driven projects. Others hope for a full-on “stop” date. Though dreams differ, all workers need support making informed decisions. Leadership at…
Read Moreabout Plotting The Path To Retirement

  Show me! Three years in, that’s what the Department of Labour (DOL) is asking businesses vis a vis responsiveness to its 2021 guidance on cybersecurity. Specifically, plan sponsors need to be ready to present…
Read Moreabout Cybersecurity and Audits?

  In another sign that much of our life planning and decision making continues to reflect a line in the sand (before pandemic/after pandemic), the amount of money Americans believe is needed to retire safely…
Read Moreabout Magic Number: $1.46 Million

  Clarity around fees is a major concern for retirement plan sponsors, given their fiduciary obligations to participants. To that end, periodically benchmarking the fees and services associated with the plan is key. Here’s a…
Read Moreabout Understanding Retirement Plan Fees

  It’s always reassuring to know that public works are progressing, and for New York-New Jersey commuters, it is especially heartening to know that critical rehabilitation work on the George Washington Bridge has successfully reached…
Read Moreabout George Washington Bridge: Progress!