Client Access  |  Careers & Advisory Teams
December 4, 2025

Navigating Care for Aging Parents

Financial Planning Committee

A live recording of the “Navigating Life Transitions” podcast

A recent report shows that roughly one in four American adults are caregivers, with approximately 59 million caring for adults. The report, from AARP and the National Alliance for Caregiving (NAC), also reveals how caregivers are taking on more complex responsibilities, often at the expense of their own health and financial security.

To support our clients in preparing to navigate the complexities around caregiving for aging parents or loved ones, JNBA Financial Advisors assembled a panel of experts who not only professionally help caregivers but also have personal experience caregiving themselves.

During the October 30 panel discussion, hosted at the Westin Galleria in Edina and moderated by Minnesota media veteran Kim Insley, we heard about the various aspects of caregiving, including hiring supportive help, preparing important legal documents, and navigating hospice. We also heard honest and occasionally humorous stories that reinforced some loved ones can be more challenging than others.

To listen to the full 60-minute panel discussion, click above.

Additionally, JNBA and its Financial Planning Committee have developed a library of educational resources that includes videos, podcasts, and checklists – covering topics like “how to find the right retirement community,” to the nuances of various estate documents like a Power of Attorney, to important considerations when there is a dementia diagnosis.  All this helpful information can be found here.

Please reach out to your JNBA Advisory Team if you have questions about navigating the care of aging parents or a loved one, or preparing for your own aging journey.

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors. All services provided by Kim Insley are separate and independent of JNBA Financial Advisors, LLC. You are not obligated to engage the services of any such JNBA recommended professional. JNBA is neither an agent of the National Alliance for Caregiving (NAC) nor an agent of AARP.

Please see important disclosure information at jnba.com/disclosure

 

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