By Adam Brooks, CFP®
November is a season to reflect on all we are thankful for. At ABLE Financial Group, we have many reasons to be thankful.
This has been a significant year of transition for our firm, and we are grateful for our clients’ trust and confidence in our team.
We have an unbelievable team and are thankful to have the opportunity to make a difference in the lives of our clients and in our community. Among the most rewarding things we get to do is help people through difficult transitions—whether that is the financial aspects of losing a loved one or navigating a divorce—we are given the privilege to help our clients find firm footing after such a challenging life event.
We want to take this opportunity to share three things we can all be grateful for.
Health & Well-being
One of the most precious assets we often take for granted is our health. Without good health, financial stability alone cannot guarantee a fulfilling retirement. This Thanksgiving, we encourage you to reflect on the following:
Healthcare Coverage
Having access to quality healthcare and reliable insurance coverage is paramount. Medicare plays a significant role in healthcare for retirees, so it’s important to understand how it works and what it covers. Take the time to review your healthcare plans, including long-term care, and consider how you can optimize your coverage to feel confident in your well-being during retirement.
Healthy Lifestyle
Maintaining a healthy lifestyle can help you enjoy your retirement to the fullest. Regular exercise, a balanced diet, and stress management are all factors that contribute to overall health. Consider investing in preventive healthcare measures and wellness programs to safeguard your well-being in retirement.
Family and Relationships
Your family and close relationships are vital to your emotional health. Spend quality time with loved ones this Thanksgiving and express your gratitude for their support. As you plan for retirement, think about how you can cultivate meaningful connections and social engagement to keep your emotional well-being intact.
Life Experiences and Personal Growth
Retirement isn’t just about relaxing; it’s an opportunity to explore new interests and experiences. Here are some aspects to consider:
Travel
Many retirees look forward to traveling during retirement. Whether it’s exploring new destinations, experiencing different cultures, or embarking on adventures, travel can provide valuable experiences and memories. Start planning your retirement travel bucket list and budget accordingly.
Hobbies and Passions
Retirement allows you to invest more time in hobbies and interests that bring you joy. Whether it’s painting, playing an instrument, gardening, or volunteering, explore new activities or rekindle old passions to enrich your life during retirement.
Continued Learning
Retirement doesn’t mean the end of learning. Consider taking courses, attending workshops, or pursuing further education in areas that interest you. Lifelong learning not only keeps your mind sharp but also adds depth to your retirement years.
Community and Giving Back
We are grateful to be able to pay it forward by supporting organizations within our community. Our entire team is encouraged to donate their time and money, and ABLE Financial Group rewards both. We also proudly support many organizations directly through donations or sponsorships of their events.
We’ve developed and funded the ABLE Financial Group Philanthropic Fund in order to create a pool of resources from which to make future gifts.
Gratitude often finds its most profound expression when we give back to our communities. Here’s how you can incorporate this theme into your retirement planning:
Volunteer Work
Retirement offers you more time to give back to causes and organizations that matter to you. Identify volunteer opportunities in your area or consider starting a charitable initiative that aligns with your values.
Mentorship and Guidance
Your years of experience and knowledge can benefit others. Consider mentoring younger individuals in your field or providing guidance to those looking to navigate the retirement planning process.
Legacy Planning
Think about the legacy you want to leave behind. Estate planning and charitable giving can be a powerful way to support causes you care about while leaving a lasting impact on future generations.
Looking Forward With Thankful Hearts
Let this Thanksgiving serve as a reminder that there is so much to be grateful for. When you appreciate health, experiences, and the joy of giving back, you create a life full of meaning.
Happy Thanksgiving from all of us at ABLE Financial Group. If you need any guidance this season, don’t hesitate to give us a call at 480.258.6108 or email [email protected].
About Adam
Adam Brooks is Managing Director at ABLE Financial Group, a financial services practice that focuses on transition planning and simplifying the complexities of their clients’ wealth. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Adam has been guiding individuals, businesses, and non-profit organizations toward their financial goals since 1993. Co-founding ABLE Financial Group in 2006, Adam oversees the practice, working with business owner clients, primarily focusing on succession planning and mergers and acquisitions (M&As).
Adam obtained degrees in finance and accounting from the University of Arizona and holds the CFP® certification. Adam was recognized as one of Barron’s Top 1,200 Financial Advisors in 2021 and 2022, and was named a 2022 Forbes Best-in-State Wealth Advisor. Outside of his work as a financial advisor, Adam has taught a variety of courses at surrounding community colleges, including Successful Money Management Seminars and Rich Dad’s Cash Flow courses. Adam also previously hosted a radio show called The Truth About Money.
When not serving his clients, Adam actively serves his community in a variety of leadership positions. In 2011, Adam and co-founder Lee began funding the ABLE Financial Group Philanthropic Fund at the Jewish Community Foundation, allowing them to support some of their favorite organizations and causes today and into the future. Adam lives in Scottsdale with his wife, Cindy, their three sons, Jordan, Dylan, and Cameron, and their two dogs, Nelson and Sunny. Adam is active in his children’s lives, an avid cyclist, and enjoys local hikes with his family. To learn more about Adam, connect with him on LinkedIn.
