Financial Planning

Housing and Mortgages for Seniors

A home is a central part of everyone’s life. If you are a senior and you have lived in your home for many years, that idea takes on a whole different meaning. You’ve raised your children there, you’ve held meaningful family gatherings there, and you’ve created countless memories. You’ve also probably invested quite a bit [...]

By |2020-09-14T10:19:46-07:00May 2nd, 2011|A Further Journey|0 Comments

Stewardship and Older Adults

By Kay J. Confer, Certified Financial Planner, Saint Joseph MI Securities offered through Questar Capital Corporation ( QCC) - Member FINRA,SIPC.  Advisory Services offered through Questar Asset Management (QAM) A Registered Investment Advisor Confer Financial Services is Independent of QCC and QAM. Provided by CN Building Adult Ministries Resource Center The largest intergenerational wealth transfer in [...]

By |2017-03-20T22:56:40-07:00January 18th, 2010|A Further Journey|0 Comments
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