Inflation Hacks for Contractors
There are some signs that price pressures are easing, but materials and labor remain big challenges for builders. Can you pass on rising costs to customers? Finance experts say doing so might be worth…
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ERISA Bond and Fiduciary Liability Insurance?
Yes! These two different forms of protection exist for different reasons. Experts explain the purpose of each and the important roles these protections play in employer sponsored retirement plans. Understand the coverages you need as…
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The Duty of Prudence: 5 Compliance Actions
The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
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Disinheritance?
Though a painful decision, parents can choose to leave a child out of the will. There is no law saying parents must leave assets to children—or divide their assets evenly among children. Estate planning…
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Joint Account? Cautionary Advice
Estate planning experts say that although adding a loved one to a bank account may seem like an efficient way to pass the associated assets forward when we die, doing so can actually lead…
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Registered Investment Advisor?
A Registered Investment Advisor (RIA) has a fiduciary duty to act in the best interest of clients. Experts explain what that means for clients, as well as how a Registered Investment Advisor Bond serves…
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Notary: Sign, Seal and…?
Everyone knows notaries sign and stamp documents. That’s it, right? Nope! Notaries are responsible for following state protocols detailing how, when and where to apply a notary stamp. These details are reflected on the…
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Good Times: Yoga and Pilates
Interest in yoga and pilates has been steadily growing for years—and in many ways, the pandemic spurred even greater interest in flowing, flexing, stretching and becoming more mindful. Instructors find themselves with waitlists, online…
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Probate Litigation: Outcomes?
Although hopefully avoided through careful planning and good communication, significant disappointments, delays, and conflicts are not uncommon upon the death of a loved one. Hurt feelings alone are insufficient cause for initiating probate litigation….
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