Our Blog - Surety Matters

Estate planning involves a lot of important decisions, but few are as critical—or as challenging—as choosing a trustee. While it might seem like a simple ceremonial honor, the reality is that this appointment comes with…
Read Moreabout Estate Planning: Choosing Your Trustee?

Increasingly, employers are recognizing the importance of providing financial wellness programming in tandem with benefits like the company sponsored 401k. With surveys continuing to point to the importance of financial literacy for all, it’s  great…
Read Moreabout Financial Ed At Work

Fall’s in the air, and that means homework’s spread out on the kitchen table. If you are a retirement plan sponsor, you’ve got homework too. Now’s the time to tune into details that might be…
Read Moreabout Homework Season: Retirement Plan Sponsorship

The annual Health and Safety report from Associated Builders and Contractors (ABC) shines the light on practices proven to reduce jobsite incidents. More safety and less harm is of course good for people—and business, so…
Read Moreabout Proven Results: Safety

Misunderstandings are an overlooked problem in construction. Without consistently effective communication (up, down and all around), misunderstandings run amok, and can frequently be found at the roots of cost overruns, project delays and dissatisfied stakeholders….
Read Moreabout Best Practice: Clear Communication

Although the designation of a guardian to care for minor children can only be made through a will, it’s best to set aside money for them via a trust. Minors cannot directly inherit assets, so…
Read Moreabout Setting Aside Money For Children?

Money for the care of a beloved pet can be designated through either a will or trust, though attorneys advise that trusts do have some advantages over wills. Trusts can be set up to take…
Read Moreabout Beloved Pet: Will or Trust?

Hiring, onboarding and retaining committed workers? Networking for new business? Having the right equipment at the right time? Carefully considered reaches into new niches? Saying no to projects that won’t end well? Quality results? Clients…
Read Moreabout What Are You Forgetting?

When you own a construction business, it’s easy to fall into the trap of saying “yes” to every job that comes your way. More work means more money, right? Not necessarily. Taking on every project,…
Read Moreabout Worth Thinking About: Yes or No?