Categories for Blog

• How to Save Energy This Fall

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  Temps are dropping, the leaves are turning and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows. But we all know that keeping warm takes energy and, yes, is costly. Here are…

• Heirless Estate Planning

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may…

• Valuation Reserve Requirements

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  According to FitchRatings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026 where 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset…

• Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  Anyone who has moved retirement money out of an old employer's plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place. Paper checks show up weeks later…

• Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  Continuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed…

• AI-Powered Corporate Fraud: What Business Leaders Need to Know

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  For years, corporate fraud was limited by the costs, expertise and resources required to carry out a convincing deception. Artificial intelligence (AI) has changed this…

• Focused on Ending Insider Trading, the Penny, Epilepsy, the War in Iran, and Projects that Waste Taxpayer Money

  Posted Date September 1, 2026 Posted Time 12:00 am Published in Service2Client

  strong>21st Century ROAD to Housing Act (HR 6644) – This bipartisan, White House-endorsed bill addresses housing affordability by placing ownership restrictions on…

• Insurance for AI Risk: Is It Time to Consider AI Liability Coverage?

  Posted Date September 1, 2026 Posted Time 12:00 am Published in Service2Client

  Over the past few years, artificial intelligence (AI) has evolved from a futuristic concept into a core engine of modern enterprise strategy. Organizations across every major industry are now using AI to automate complex workflows…

• How to Keep Your Cash When You Make Good Money

  Posted Date September 1, 2026 Posted Time 12:00 am Published in Service2Client

  You’re doing well, earning a good salary. But somewhere around the latter part of the month, after you’ve paid your obligations and basically lived your life, which isn’t extravagant, you…

• Bond Investment Strategies

  Posted Date September 1, 2026 Posted Time 12:00 am Published in Service2Client

  Bonds are designed to deliver both capital preservation and income, and are generally considered lower risk than stock investing. The purchase price of a bond is basically a loan to an issuer, such as the federal government…