Navigating the Challenges that come with Aging

By October 5, 2018The Friday Brief

It’s safe to assume that, short of an untimely end, we will all continue to age. And yet, as financial planners, our experience has shown us that most address the topic of aging in one of two ways: either by having a vague conversation about downsizing at some point and leaving it at that, or by waiting until a crisis occurs and then being forced into action.

With aging an inevitability for all of us, doesn’t it make sense to spend more time planning for what we hope our lives will look like in our 70’s, 80’s and 90’s and communicating that vision with our loved ones? We think so.

That’s why we’re excited to introduce you to Nancy Ruffner. Nancy is a professional healthcare advocate and president of Navigate NC here in Raleigh. She and her team are experts at helping people navigate the challenges that come with aging. Whether it’s ideas on how to begin seemingly difficult conversations with your adult children (or with your parents!), understanding what resources are available to help you care for an aging parent or getting a grasp on the process and cost of moving into a transitional care community, they can help.

Because this topic is so important to us all, whether we’re closer to 40 or 70, we’ve decided to host an event with Nancy called “Taking a Team Approach to Aging.” Some of the questions we plan to discuss are…

  • How do I begin the conversation about aging with loved ones?
  • When is the right time to move to a transitional living facility? How much does it cost?
  • How do I find a good fit in such a facility?  Are there other options?
  • Can I age in my home? What resources are available to help me do so?
  • What resources are available to help me care for my aging parents?
  • What if I’m not married and don’t have children? What are my options?

We hope you can join us for this event which will be held on October 25th at the Rialto Theater at 1620 Glenwood Avenue. The presentation will begin at 7 PM with drinks and light hors d’oeuvres starting at 6:30 PM. Please email us or respond to the invitation you should have received earlier this week if you would like to attend. And please feel free to invite a friend or family member that might benefit from learning from Nancy.

In the meantime, check out the above video of Jared speaking with Nancy about our upcoming event.










Author Geoff Hall

After two decades of practicing wealth management, multiple bull and bear markets, an internet bubble, a financial crisis and everything else in between, I have come to understand certain truths. The stock market can be volatile and it’s best if you prepare ahead of time. The less you pay in taxes and expenses the more of your money you keep. Outside perspective is a very good thing. Having a good financial plan as your frame of reference goes a long way. Based on these truths, my value proposition is elegantly simple yet profoundly effective… I strive to listen to my clients like they are the only person in the world so that I can best understand what is most important to them. I work diligently to control the things that can be controlled in the investment process like taxes, expenses and market underperformance so my clients can keep more of their hard earned wealth. By creating and continuously monitoring a plan for each of my clients I ensure that they feel confident that they are on track to do more of the things that are most important to them. I offer my clients independent, unbiased advice in a language that they understand. My beautiful wife, Crystal, and I have a two year old son, Cooper, and we just welcomed our daughter, Rhodes, into the world. When I’m not spending time with them you might find me downtown serving at our church, pushing my limits at an F3 workout or having coffee with a friend in the Five Points area. I have been given the privilege of shepherding my family of clients through the ups and down of the markets and of life for that matter. And for that I am thankful.

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