Our Blog - Surety Matters

Probably not for baby boomers, but most likely, yes, for Gen Z and millennials. Though it’s no surprise that technology continues to both create and illustrate big shifts between generations, a recent study conducted by…
Read Moreabout Retirement Planning: Advice from AI?

In an economic period that often feels like a rollercoaster, safeguarding retirement savings has become more challenging than ever. Every dip and surge in the market can directly impact the financial security of your employees’…
Read Moreabout Roller Coaster Ride: Benchmark!

A question each of us will have to answer sooner or later in our lives is: Who will take over our financial affairs when we can no longer handle them? Establishing a trust is a…
Read Moreabout Tips for Choosing A Professional Trustee

With miles to go, 2025 has already been an eventful time for retirement plan sponsors. National risk management experts explore the complications confronting sponsors in this period of “shifting sands,”  and recommend strategies, solutions and…
Read Moreabout Mounting Pressures: Plan Sponsorship

No one knows how long they get to live with a clear mind and the capacity to make independent decisions. Ideally, proactive care and estate planning has designated someone we trust to take over long…
Read Moreabout Struggling Elders? Guardianship?

Between efforts to get the company name out there, winning contracts, and getting the work done, actual attention to relationships with customers–aka customer service–can easily get lost in the shuffle. Read on for practical pointers…
Read Moreabout Customer Service Vs Wining and Dining?

Leadership at the U.S. Department of Transportation says it’s time to get the hard work of building moving again, and to that end, $3.2 billion is rolling out around the country in the form of…
Read Moreabout Infrastructure: Let’s Build!

Probate often gets a bad rap, likely because it is associated with two things we dread: death and bureaucratic procedures. Nonetheless, most families will likely experience probate, which is not to be confused with probate…
Read Moreabout Probate Is Normal, Probate Litigation Is Not

While most of us know that having a plan for the future is a responsible step, the idea of “estate planning” often gets pushed to the back burner, filed under “someday.” But a well-crafted estate…
Read Moreabout Estate Planning For Life