Thankful for Finances

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |

Of all the things you’re thankful for this time of year, finances probably rank low on your list. After all, how can something like money compare to family and friends, health, and home? It’s true, finances can’t compare. It would be crass when everyone says what they’re most thankful for while sitting around the dinner table if you were to say, “I’m thankful for my money.”

But every year, as we see people work, plan, save, and invest toward their dreams, we realize how much finances have to do with the things we are most thankful for. For instance…

“I’m thankful for my health,” becomes… “I’m thankful for having healthcare.”

Healthcare has become a politicized topic, but let’s leave that to one side for the moment. Sadly, not everyone has access to health insurance, causing them to struggle paying for the care they need. Which means that having healthcare, in whatever form or fashion it comes, is a blessing indeed.

“I’m thankful for my children,” becomes… “I’m thankful for my children’s college fund.”

The importance of an education goes up every year – but the cost of getting that education goes up with it. Having money set aside and invested specifically so your children or grandchildren can learn, grow, and become financially-independent adults isn’t something to sneeze at. As anyone who has paid for college knows, it’s something to be grateful for.

“I’m thankful for my loved ones,” becomes… “I’m thankful that my loved ones will always be taken care of.”

In my career, we’ve had many a client tell us that, as they look around the dinner table at the faces of those they love, they’re never more grateful than in that moment for having an estate plan. The peace of mind that comes from knowing your family has a financially-secure future is worth more than all the turkey in the world.

“I’m thankful for the direction my life is going,” becomes… “I’m thankful for having a financial plan.”

Some years, Thanksgiving catches us at a turbulent time in our life, when everything seems unsettled and the future looks murky. Other times, Thanksgiving arrives at just the right time, when our affairs are in order and tomorrow stretches before us like a yellow brick road.

But a financial plan is priceless at all times.

Whether we’re actively trying to take control of our own lives, or enjoying the direction we’re already headed, a financial plan provides clarity and comfort. Isn’t that worth giving thanks? As we celebrate Thanksgiving this year, we suggest giving thanks not only for what we have, but also for the means by which we have them.

For many of us, finances aren’t something we spend much time thinking about on Thanksgiving. But others can’t afford to ever stop thinking about them. Which means our finances truly are something to be thankful for this holiday season.

As another year draws to an end, we want you to know how much our team is grateful for you. The trust you have placed in us is one of my most cherished possessions. We look forward to continue helping you on your financial journey, not just next year but for many years to come. So, on behalf of everyone at Bradshaw Financial Planning, we wish you a safe and happy Thanksgiving!