Money Doesn’t Have to Be Scary

By Fairport Wealth

What Keeps You Up at Night?

Halloween is full of tricks and treats and you may be up late tonight celebrating. But when you’re not dodging costumed monsters and fake ghosts, we know there are many very real concerns that make it difficult for you to sleep, namely your financial future.
More than three in four Americans (77%) report feeling anxious about their financial situation, according to a recent Mind over Money survey by Capital One and The Decision Lab.¹ Financial worries include a broad range of issues from savings and retirement to affording a house or child’s education. Do any of these questions and concerns keep you up at night?

How do I budget and reduce my debt? How much should I have in emergency savings?
How do I teach young children about money?
How do I start financial discussions with family and what should I include?
Will my money last through retirement?
What should I consider before claiming Social Security?
Will I be covered by Medicare or need a certain amount to pay for healthcare?
Since I am retiring soon, what do I need to do now?
What are my options if I lose my job?
How do I help my recent college grad transition into the workforce?
What are the financial implications if I get divorced?
What do I do when a loved one dies?
How do I balance saving for my retirement vs. saving for my kids’ future college costs?
How should my children manage their student debt?
What happens if I have to care for my parents?
How does Medicare work?
How can I keep track of my parents’ medicines, health appointments and finances?
Will my family be secure if something happens to me?
How do I create a legacy for my children and grandchildren?
Can I provide for my favorite charity when I am gone?
What will my survivors need to know?
Do I have the correct estate documents?
Fill in the blank ___________________

Money doesn’t have to be scary
The good news is that we have the experience and tools to address many of life’s challenges so you can gain confidence… and a good night’s sleep! Contact us here or reach out to your Luma Advisor directly with the items that you have concerns or questions about right now.

¹ White, Alexandria. “77% of Americans Are Anxious about Their Financial Situation-Here’s How to Take Control.” CNBC, CNBC, 1 Aug. 2023, www.cnbc.com/select/how-to-take-control-of-your-finances/.

Fairport Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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