Our Blog - Surety Matters

Legal experts caution that adding a child to your bank account for efficient access to funds upon your death can create its own complications. Additionally, doing so is not nearly the same as formalizing your…
Read Moreabout Joint Bank Accounts Create Complications

Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
Read Moreabout Medicare Basics for Retirement Budgeting

  When cyber crimes lead to the fraudulent distribution of retirement funds, who is responsible? While official answers play out in court rooms and regulatory departments across the country, legal experts offer practical advice to…
Read Moreabout Responsibilities and Risks: Cyber Theft

The art we choose to value contributes to our stories—those we tell and those that will be told about us. Whether you have a few cherished antiques, splurged on a work of modern art that…
Read Moreabout Estate Planning For Art Collectors

  Consider this: there are now more real estate agents than houses for sale, according to the National Association of Realtors (NAR). Contractors who can build or renovate homes are in high demand as the…
Read Moreabout Home Sweet Home: Builders Please!

After the pandemic of 1918, the 1920s came roaring in. Will the same expansive pattern occur this century? Construction industry experts see reason for optimism looking ahead over the next six months.  Contractor Confidence On…
Read Moreabout Roaring 20s? Building Optimism

Retirement plan fiduciaries are responsible for these answers—no matter how big or small the plan and the company are. In the event of legal and compliance challenges, big companies face big-dollar lawsuits (like Blackrock’s recent…
Read Moreabout Pop Quiz: Plan Fees? Investment Options?

   Fidelity Investments’ 2021State of Retirement Study found that many plan participants would benefit from increased knowledge about the fundamentals of secure retirement. Here are some helpful points of emphasis for communications with plan participants….
Read Moreabout Lots To Learn: Retirement Savings

 While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making…
Read Moreabout Count Yourself In: Consider a Trust