Thanksgiving Week Money Moves: Give Thanks & Get Organized

Thanksgiving is a season of gratitude — and it’s also the perfect time to make financial moves that prepare you for the new year.

1. Make Charitable Donations

Giving before December 31 can qualify you for valuable deductions. Keep donation receipts or confirmation emails to document your contribution.

2. Review Q4 Cash Flow

Look at your income and expenses for the last three months. This helps you identify spending leaks and plan for better budgeting in 2026.

3. Gather Receipts & Records

Organizing receipts now means fewer headaches during tax season. Scan and upload them securely to your JBH Client Portal for safekeeping.

4. Plan Ahead for Year-End Strategy

If you have business expenses or deductions to make, now’s the time. A little preparation this week can translate into major savings next year.

At JBH Financial, we’re thankful for our clients and here to help you close 2025 organized, confident, and ready for success.