Think for a moment about everything you own…your car, your home, maybe another property that you purchased as a get-away or an investment, and your various investment accounts and bank accounts.  Which is worth the most? For many of us, it’s our retirement accounts.  If you’ve been contributing to these accounts year after year, then—despite […]

As one goes through life, one collects things that are important at that moment, but later….well…not so much.  Our office receives a call every month or so from donors who purchased a life insurance policy years ago, often when their kids were born (or when they were starting a business). “I bought it to protect […]