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ERISA 04.17.2025

Gen X: Ready Or Not—Retirement!

Even as Baby Boomers retire, and un-retire, and as the “great transfer” of their wealth to younger generations unfolds, the oldest members of Gen X are hitting 60 this year, and many hope to retire…
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Gen X: Ready Or Not—Retirement!
Contract Surety 04.17.2025

Profitable Projects: Job Costing

The project sounds good and at a glance, the dollar signs look good too. Be careful, though. If you don’t have a way to assign expenses to each project—-aka job costing—- you don’t really know…
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Profitable Projects: Job Costing
Contract Surety 04.17.2025

Who’s On Your Team Now?

If it’s been a while since you really thought about the relationships that can help drive your business forward in shifting times, chances are you are due for some updates to your strategy. Subcontracting more….
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Who’s On Your Team Now?
Court Bonds 04.16.2025

Disputing An Adult Guardianship?

The stakes are high in a guardianship dispute. Because guardianships are established in court, ending or changing a guardianship cannot occur without court intervention. Read on for an overview of the motions which can be…
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Disputing An Adult Guardianship?
Court Bonds 04.16.2025

Wealth Transfer and Women: Estate Plan!

With the Baby Boom generation growing older, an estimated $124 trillion is being passed on to younger generations. As a result: it’s estimated that in just a few years—by 2030—women will control way more money…
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Wealth Transfer and Women: Estate Plan!
ERISA 04.10.2025

Correction In Real Time

Despite diligence, achieving error-free compliance with regulations for company sponsored retirement plans can be tough. Mistakes and oversights do happen, and proactively addressing them is best practice. Updates made by the Employee Benefits Security Administration…
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Correction In Real Time
ERISA 04.10.2025

Clear and Accurate: Beneficiaries?

For most savers, the 401k plan represents their largest asset toward ensuring both a secure older age, and the possibility of leaving loved ones with “at least a little something” for their well-being. Needless to…
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Clear and Accurate: Beneficiaries?
Contract Surety 04.10.2025

Action Steps for Uncertain Times!

With disruption, change, and uncertainty impacting businesses of all kinds, construction business owners may be feeling especially stressed. There’s no time to stick your head in the sand, though. Positive results require flexibility, trying new…
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Action Steps for Uncertain Times!
Contract Surety 04.10.2025

Bad News? Communicate It!

Running really behind? Hit a snag? Scope of work issue? While it may be tempting to put off giving bad news to customers, proactive communication always turns out best. Make it easier to share unfortunate…
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Bad News? Communicate It!