Advisers Share What They and Their Clients Are Thankful For
From pie to growing retirement accounts to moderating inflation, financial advisers and their clients have much to be happy about this Thanksgiving.
You are now subscribed
Your newsletter sign-up was successful
Want to add more newsletters?
Delivered daily
Kiplinger Today
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more delivered daily. Smart money moves start here.
Sent five days a week
Kiplinger A Step Ahead
Get practical help to make better financial decisions in your everyday life, from spending to savings on top deals.
Delivered daily
Kiplinger Closing Bell
Get today's biggest financial and investing headlines delivered to your inbox every day the U.S. stock market is open.
Sent twice a week
Kiplinger Adviser Intel
Financial pros across the country share best practices and fresh tactics to preserve and grow your wealth.
Delivered weekly
Kiplinger Tax Tips
Trim your federal and state tax bills with practical tax-planning and tax-cutting strategies.
Sent twice a week
Kiplinger Retirement Tips
Your twice-a-week guide to planning and enjoying a financially secure and richly rewarding retirement
Sent bimonthly.
Kiplinger Adviser Angle
Insights for advisers, wealth managers and other financial professionals.
Sent twice a week
Kiplinger Investing Weekly
Your twice-a-week roundup of promising stocks, funds, companies and industries you should consider, ones you should avoid, and why.
Sent weekly for six weeks
Kiplinger Invest for Retirement
Your step-by-step six-part series on how to invest for retirement, from devising a successful strategy to exactly which investments to choose.
It’s beginning to look a lot like Christmas, what with some areas of the U.S. navigating snowy weather and everyone gearing up for the holiday shopping sprint, but we want to take a few moments between the turkey and the pie to focus on being thankful.
We asked a handful of financial advisers to share with us what they and their clients are thankful for this year, and they delivered — we’re talking free pie, the love of their families, growing retirement accounts and more. Check out what they have to say …
Our annual Peak Pie Pick-Up is a great opportunity for us to see all of our clients before the holidays, put a free pie in their hands and remind them how important they are to us. We love any opportunity to spend time with our clients, and this is a fun way to ensure we have that opportunity. One of our clients shared, "Even though (Peak Retirement Planning has) grown tremendously, they still have that personal touch and make you feel like family."
This Thanksgiving, my clients are thankful to live in this wonderful country, blessed with the freedom and opportunities it offers. They cherish the relationships and love of their families, finding inspiration and strength in these connections. They are also deeply grateful for the confidence and clarity that comes from having a well-crafted financial plan and investment strategy — one designed to guide them through market cycles and help them stay focused on their long-term goals, no matter the headlines. This season is a reminder of what truly matters: family, health and the ability to look to the future with confidence and gratitude.
This Thanksgiving, there are so many things to be grateful for. With the stock market soaring to record heights, inflation heading in the right direction, the prospect of lower energy costs in the near term and possible energy independence going forward, the future is so bright. IRAs, 401(k)s, 403bs, TSPs and all other retirement plans, as well as brokerage accounts, are growing and will likely continue to swell. The next administration has promised to lower costs on everything from groceries to taxes. Regardless of politics, most people hope that they succeed. Almost everything in life has a financial component, and when our finances are in order, the world just seems to be a better place.
Each day, I am grateful for the privilege of guiding individuals through the complexities of their personal finance, helping them uncover the potential in their earnings, savings and investments. There’s nothing more rewarding than seeing a client light up with the realization that they’re not only making progress but are also genuinely in control of their financial future. In a world where financial stress is all too common, being able to provide clarity and support is a gift I deeply cherish.
Economic conditions, including inflationary pressures, have caused many companies to cut back on new hiring. Right now, our clients are thankful for the security of a steady paycheck that allows them to feel financially secure for their families. This is an important feeling, especially around the holidays and the beginning of the New Year.
A resilient market is certainly something that clients are grateful for. The jury is always out on market performance, but we've weathered COVID, inflation, global conflict and rate hikes all pretty well over the last few years. Also, the peace of mind that holistic advice gives. Election years remind us there is more than market performance impacting our finances. Knowing that your adviser is adapting strategies as tax policies change, for example, gives another level of comfort through a changing political environment.
I’m thankful for the ability to have such a positive financial impact on so many people’s lives.
This Thanksgiving, our clients are financially thankful for working with an adviser who truly sits on their side of the table, coauthoring a retirement plan that helps to empower them to live a meaningful and fulfilling life in retirement.
Related Content
- The End of Retirement as We Know It
- The Five Stages of Retirement (and How to Skip Three of Them)
- Five Things I Wish I’d Known Before I Retired
- Retirees’ Anti-Bucket List: 10 Experiences You Don’t Want
- Find Out in Five Minutes if You Have Enough to Retire
From just $107.88 $24.99 for Kiplinger Personal Finance
Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues
Sign up for Kiplinger’s Free Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
-
5 Vince Lombardi Quotes Retirees Should Live ByThe iconic football coach's philosophy can help retirees win at the game of life.
-
The $200,000 Olympic 'Pension' is a Retirement Game-Changer for Team USAThe donation by financier Ross Stevens is meant to be a "retirement program" for Team USA Olympic and Paralympic athletes.
-
10 Cheapest Places to Live in ColoradoProperty Tax Looking for a cozy cabin near the slopes? These Colorado counties combine reasonable house prices with the state's lowest property tax bills.
-
5 Vince Lombardi Quotes Retirees Should Live By
The iconic football coach's philosophy can help retirees win at the game of life.
-
The $200,000 Olympic 'Pension' is a Retirement Game-Changer for Team USA
The donation by financier Ross Stevens is meant to be a "retirement program" for Team USA Olympic and Paralympic athletes.
-
How to Turn Your 401(k) Into A Real Estate Empire — Without Killing Your RetirementTapping your 401(k) to purchase investment properties is risky, but it could deliver valuable rental income in your golden years.
-
My First $1 Million: Retired Nuclear Power Plant Supervisor, 68, WisconsinEver wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
-
Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for ThemTo minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
-
Are You 'Too Old' to Benefit From an Annuity?Probably not, even if you're in your 70s or 80s, but it depends on your circumstances and the kind of annuity you're considering.
-
In Your 50s and Seeing Retirement in the Distance? What You Do Now Can Make a Significant ImpactThis is the perfect time to assess whether your retirement planning is on track and determine what steps you need to take if it's not.
-
Your Retirement Isn't Set in Stone, But It Can Be a Work of ArtSetting and forgetting your retirement plan will make it hard to cope with life's challenges. Instead, consider redrawing and refining your plan as you go.
