Our Blog - Surety Matters

Here’s hoping. Propelled by post-COVID travel zest, federal funding investments, and maybe even the sheer need to elevate our travel infrastructure, airport builds are going strong across the country. In fact, most states have at…
Read Moreabout Improved Travel Experiences?

  Unlike the assets placed in a trust, the assets left to beneficiaries in a will must pass through the public process of probate before being distributed. Although the expediency and privacy trusts allow can…
Read Moreabout Why Do Wills Go Through Probate?

  After making a will, setting up a trust, or putting other care and estate plans in place, most people instinctively look to relations and close friends to serve as the fiduciaries who take on…
Read Moreabout When A Professional Fiduciary Makes Sense

  Sooner or later, regulators discover ERISA Bond failures, and in addition to penalties, audits and investigations can follow. Anyone, with any role in handling a company sponsored retirement plan, must, by law, have an…
Read Moreabout ERISA Bond: Are You Compliant?

  According to the nonpartisan Government Accountability Office (GAO), the push for disclosing the fees associated with 401k plans over the past ten years is benefitting both participants and plan sponsors. Important work remains to…
Read Moreabout Progress: Plan Fee Transparency

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…
Read Moreabout Closing Notary?

  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”…
Read Moreabout Just Right: One In Three

  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…
Read Moreabout Mindset Shift: Retirement?

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…
Read Moreabout Statistically Speaking