Our Blog - Surety Matters

We all have a role to play in cybersecurity, and when it comes to protecting our retirement accounts, and our businesses, we all need to take the role extra seriously. The National Cybersecurity Alliance provides…
Read Moreabout Online Security: Basics and Beyond

Market volatility? New investment possibilities? Guaranteed lifetime income options? Policy changes? Regulation? De-regulation? Confusion and uneasiness trigger fears for retirement savers, and plan sponsors too. Fear can propel hasty decisions, like halting contributions, panic-selling, or…
Read Moreabout Wondering What’s Next?

With the construction industry racing to successfully use technology to make work faster, more efficient and safer, it’s becoming evident that upskilling workers is key. In fact, business experts are pointing out that failing to…
Read Moreabout Upskilling: The Race Is on

Even as the construction industry leans in to better leverage technology, human skills still count. In fact, successful builders find that abilities like listening, building rapport, story telling, and creating community connections are becoming more…
Read Moreabout Hello There! Community Connections?

In New York State, the affairs of the deceased are settled through probate proceedings which take place in the county Surrogate’s Court. When a will has been made, it is “probated,” through the Surrogate’s Court….
Read Moreabout Probate Proceeding In New York?

Even though we all know we should organize our affairs, put estate plans in place, and communicate our intentions and plans to loved ones, most of us avoid these difficult to-do list items. As a…
Read Moreabout Asset Conflicts? Probate Litigation!

At what age do you become an elder? At what age do you take advice from your elders? Hmmm! Even as answers to these questions remain elusive, one thing is clear: we don’t have all…
Read Moreabout Advice from Elders: Save, Save, Save

Retirement plan sponsors must be able to put their hands on lots of records, ideally without hours or days lost searching. What email thread was that important committee decision documented in? Who’s got the most…
Read Moreabout Information Chaos?

Of course putting together a solid proposal with meaningful numbers is key to success in construction, but so too is relatability. How well do your current and potential clients know you? How well do you…
Read Moreabout Solid Proposal, Poor Relationships?