Our Blog - Surety Matters

  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!

  Sustaining the success of a construction business, despite the competition for skilled workers, means doubling down on efforts to keep your hard-won talent working for you. Frequent turnover is disruptive and expensive, making strategic…
Read Moreabout Retaining Workers

  Leaving loved ones from the next generation even a little better off is a goal shared by all working parents. Analysis of inheritance trends reveals that most are indeed managing to pass some level…
Read Moreabout Inheritance: How Much?

  When a home with an outstanding mortgage is gifted as part of an estate plan, the debt does not just evaporate upon the death of the owner. Even so, family homes are often the…
Read Moreabout Inheriting A Home–and The Mortgage

  Although there have been enrollment dips, and birth rates are down, the impetus to create state of the art, and healthy school buildings for the next generation remains strong. Billions of dollars are committed…
Read Moreabout K-12 School Construction Trends

  The American Society of Civil Engineers reports that the $550 billion allocated in the Infrastructure Investment and Jobs Act (IIJA) is preventing our infrastructure from deteriorating. However, without sustained funding efforts at the national,…
Read Moreabout Good News+Bad News=More Work Ahead

  Adding adult children to accounts (aka “joint tenancy”) is one way to allow assets to pass on to them expediently, without going through the public process of probate, upon your death. Joint tenancy is…
Read Moreabout Joint Accounts and Probate?