Our Blog - Surety Matters

  Interest in yoga and pilates has been steadily growing for years—and in many ways, the pandemic spurred even greater interest in flowing, flexing, stretching and becoming more mindful. Instructors find themselves with waitlists, online…
Read Moreabout Good Times: Yoga and Pilates

  Although hopefully avoided through careful planning and good communication, significant disappointments, delays, and conflicts are not uncommon upon the death of a loved one. Hurt feelings alone are insufficient cause for initiating probate litigation….
Read Moreabout Probate Litigation: Outcomes?

  Being fair to children does not always mean ensuring assets are equally gifted via an estate plan. Age, health, special needs, educational and vocational goals are among the dynamics that can make doing what’s…
Read Moreabout When Being Fair Counts: Pot Trusts

  With labor a constant concern throughout the construction industry, experts say investing in the right people is more crucial now then ever. Whether or not there is a recession, indicators point to the continued…
Read Moreabout The Right People

  Ever pause and wonder where your time on the job is really going? Leadership experts suggest that by allocating 80% of their time to six “high-payoff activities,” construction company owners can experience greater success….
Read Moreabout High-Payoff Activities

  If the swirl of excessive fee lawsuits has you chasing down the retirement plan providers offering the lowest fees, hit pause. The fiduciary obligations of plan sponsors do not require committing to the options…
Read Moreabout Chasing The Lowest Fees?

  Regulations, employee turnover, cybersecurity guidelines, investment options in bumpy times—these and more mean retirement plan sponsors never have a dull day. With September fast approaching, it’s time to make note of important actions needed…
Read Moreabout September’s Coming…

Great Expectations: Clients! Necessity resulted in businesses of all kinds making rapid changes to the customer experience during the worst days of the COVID-19 pandemic. Now, there’s no going back: expectations for ease, speed and…
Read Moreabout Great Expectations: Clients!

  Professionals across the country continue recalibrating how they want to spend their time and talent, live a balanced life—and earn a living. Financial gurus, tech consultants and health and fitness experts are examples of…
Read Moreabout Out On Your Own? Business Shower!