A Box of Catharsis
Catharsis is defined as “a purification or purgation that brings about spiritual renewal or release from tension” (source: Merriam-Webster). In other words, make the bad stuff go away and begin feeling better. If there’s one gift we should all give ourselves, it’s a nice catharsis.
If you’ve ever rented a dumpster in order to finally clear the clutter from your attic, garage, and basement, you know what a catharsis is. As you see those items exit the building and your life, you immediately feel lighter on your feet. It’s exhilarating.
In the financial realm, we’ve helped catharsis occur when people retire. A lifetime of opening new accounts, accumulating a smattering of retirement plans, financial products, and investments results in a box of ‘money stuff’ that begs the questions: “What does all of this even mean? Do we have enough? Are we okay?” And until they have good answers to those questions, most people simply aren’t emotionally ready to retire whether or not they have enough money to do so. That messy box of stuff just doesn’t lend itself to sleep-filled nights.
I share all of this now because many people will look toward a new year as a time for fresh starts, cleaning house, and catharsis. For those people, we’d like to help. Whether it’s a colleague that wants to get organized financially to determine if retirement is possible in the next couple of years or maybe even you wishing to finally get your estate plan in order, please let us help you. We really do get excited to assist people in clearing out the clutter and replacing chaos with clarity.
Would you consider adding a friend to our Newsletter list, encouraging them to attend one of our upcoming retirement class events, or suggest they come in for a complimentary financial checkup? It could be the catharsis experience they (or you) need!
Finally, we’re watching the markets, inflation, and interest rates VERY closely. We’ll be fully prepared to discuss what we see at upcoming progress reviews and in future communication. If you’d like to meet sooner than later, please reply to this email and we’ll get a conversation scheduled. Please don’t lose sleep over the markets without first reviewing them in the context of your larger plan.
Investment Advisory Services offered through Elevated Capital Advisors, LLC. An SEC Registered Investment Advisor.
This newsletter/commentary should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. There is no guarantee that any investment plan or strategy will be successful. All references to potential future developments or outcomes are strictly the views and opinions of the author and in no way promise, guarantee, or seek to predict with any certainty what may or may not occur in various economies and investment markets.
