FINANCIAL LIFE PLANNING RESOURCES
Caring for Aging Parents
Whether you are currently caring for an aging parent or loved one, or thinking about the future, there are several considerations in supporting their needs. But you don’t have to go it alone.
To support you on your journey, JNBA Financial Advisors has curated a collection of multi-media resources and practical tools including checklists, short videos, and podcast episodes. We invite you to access these at your convenience and share with a friend as needed.
If you have more questions at any time, please contact your JNBA Advisory Team.
SELECT STAGE
Estate Planning for Aging Parents
Estate planning is an important part of the financial life planning process as you legally define your wishes regarding assets upon death. If executed well, an estate plan can reduce confusion and costs for beneficiaries while bringing peace of mind to your loved one.
short video
Navigating Estate Planning
Utilizing Long-Term Care Insurance
Millions of Americans have purchased long-term care insurance, which can be used to offset the high costs of health care or assisted living due to health or aging needs. It’s important to research if it’s right for you – and to understand when and how to start accessing the benefits.
SHORT video
LONG-TERM CARE INSURANCE: NAVIGATING WHEN AND HOW TO USE BENEFITS
Retirement Community Search
It’s very likely that at some point, your aging parent or loved one may need to move out of their primary residence. Today, there are more great options than ever – from senior retirement communities to places that offer a spectrum of care, from assisted living to a memory care community.
Short Video
NAVIGATING THE SEARCH FOR A RETIREMENT COMMUNITY
Onset of Dementia
Dementia is a general term for a condition that has revealed a decline in cognitive abilities, such as memory, thinking, and reasoning. Since it can be a progressive condition, families may feel uncertain or overwhelmed, but there can be room for hope.
