Our Blog - Surety Matters

Sometimes referred to as a notary signing agent (NSA), or simply a closing agent, a closing notary is trained and trusted to present the documents related to mortgage and real estate transactions. Given the complexity…
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  A survey of retiree spending habits conducted by the Employee Benefits Research Institute (EBRI) finds that just one in three retirees between the ages of 62 and 75 feels that they saved “just right”…
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  Not that long ago, retirement tended to be framed around the “absence” of commitment, as employees focused on freedom from the restrictions of the 9-5 work and commute day. Studies now point to a…
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Statistically Speaking Every adult should have an estate plan that attends to both their own needs in the event of a decline, and tends organizes asset distribution upon death. However, statistically speaking, it’s even more…
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  Before invalidating a will because of claims of undue influence, probate courts must decide if actual coercion led to the decisions reflected in the will. Afterall, people help each other all the time. How…
Read Moreabout Wills: Coercion or Help?

  Work is heating up. Help is definitely needed. There’s a shortage of skilled workers, so, just ignore those red flags and hire that candidate who seemed so affable, right? Most construction business owners have…
Read Moreabout Details, Details: Hiring Tips

With so much building and modernizing to be accomplished around the country, it is anticipated that the construction industry will remain busy, so for contractors working to push their businesses forward, predictions about interoperability and…
Read Moreabout Trending: Possibilities for 2025

  Despite years of costly allegations over investment performance, many plan sponsors are not adequately monitoring. Lawsuits naming businesses–and their fiduciaries—-continue to underscore the importance of making decisions that benefit participants and documenting the prudent…
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  When it comes to a 401k, more savings for more employees is certainly better, and small businesses certainly can and do sponsor thriving retirement plans. Nonetheless, bigger 401k plans tend to have some built…
Read Moreabout Is Bigger Better?