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Strategies to help your favorite charity and your bottom line

Strategies to help your favorite charity and your bottom line

Posted By Lineweaver Financial Group
November 21, 2023 Category: Charity, Finance, Donation, Tax Strategies

The end of the year is the time when people are looking to show gratitude by donating to their favorite charities or special causes that are important to them. But like any financial decision, you should take a moment to see if there are any tax benefits or strategies to consider that can maximize your giving efforts.  The first strategy to consider is a Donor Advised Fund. These have two main tax advantages. First, you become eligible for an income tax deduction of the full fair market value of the asset, up to 30% of your adjusted gross income (AGI) for gifted securities, and 60% of your AGI for cash. It also eliminates capital gains taxes on long-term appreciated assets if they’ve been held for longer than a year. The second strategy that can help benefit a charity – as well as your own finances – is a Qualified Charitable Distribution or QCD. QCDs can be a great option for those 70 ½ or older and allows you to contribute money directly from your IRA to your preferred charity. You’re allowed to give up to $100,000/year. The advantage is that this reduces your AGI, which affects things like Medicare, Social Security, and various other tax credits and deductions. It may even help you reduce your income taxes. It can also help you offset any additional income you have if you’re over age 72. Another charitable deduction that’s available is the Ohio Scholarship tax credit. It’s a $750/person non-refundable credit you ca

Q4 2023 Commentary and Portfolio Changes

Q4 2023 Commentary and Portfolio Changes

Posted By Lineweaver Financial Group
November 02, 2023 Category: Finance, Market, Portfolio, Investments

Key Takeaways: We are changing our allocations to slightly overweight U.S. quality stocks, seeking to capitalize on the recent market pullback and position for potential upside surprises in U.S. economic growth and corporate earnings.   We are leaning into U.S. high-quality stocks expressing a high-conviction preference for the largest cap stocks in the U.S. that appear to have attractive growth profiles.   We plan to decrease our exposure to Europe, moving underweight international Developed Market (DM) stocks due to weakening corporate earnings signals and more pronounced downside vulnerability to potential rising energy prices and geopolitical turmoil.   We are underweight bonds and overweight cash and short-term instruments that offer very attractive yields. The ghost of September's past haunted markets once again in 2023 and has carried over. This notoriously weak seasonal period - combined with rising rates and declining liquidity - saw stock and bond prices press lower. The S&P 500 Index, for example, is off its late summer highs by almost 10%, and the Bloomberg U.S. Aggregate Bond Index is down a similar amount from its earlier highs. We are potentially facing an unprecedented third year in a row of bond market losses.  Overall, it has been a challenging year for investors with only the largest stocks doing well while most equity and fixed-income styles are flat to down. The “Magnificent 7” stocks in the S&P 500

Get your money working harder for you

Get your money working harder for you

Posted By Lineweaver Financial Group
September 21, 2023 Category: Finance, Cds, Bonds, Invest

Are you frustrated with your bank savings interest rates? We have a few options to get your money working harder for you.    When it comes to building a robust and diversified investment portfolio, there's more to consider than just individual equities and real estate. CDs and bonds are often overlooked but can be invaluable assets in any investor's toolbox, especially at today’s historically high rates.    Generally speaking, the S&P 500 return is 10% annually on average since 1957, according to Seeking Alpha1. But in a year with market uncertainty, constant volatility, and rising interest rates, a smaller return with reduced risk may be a preferable option to some. Because of elevated interest rates, there are both CDs and bonds that are paying in the 5.5%- 7.2% range2. And the Fed’s future path is uncertain – these rates may increase over time.      CDs are fixed instruments, so any rate increase won’t affect those you hold now. But you can stagger your purchases and build a CD ladder, which allows you to layer new CDs at increasing rates so that you may be able to benefit from rising interest rates.    This is possible because all CDs have a term – a fixed contract date – and different interest rates will be offered for different durations. CDs also have the advantage of being FDIC-insured up to $250,000.     That brings us to our other strategy, bonds. The FDIC insura

Understanding the U.S. Dollar and Recent Fitch Ratings

Understanding the U.S. Dollar and Recent Fitch Ratings

Posted By Lineweaver Financial Group
September 07, 2023 Category: Finance, Money, Dollar, Fitch, Rating

We have received questions recently regarding the U.S. Dollar and countries like Brazil, Russia, India, China and South Africa (BRICS) potentially developing alternative currencies and financial institutions. While we agree that the U.S. fiscal and monetary situation has deteriorated over recent years, and it is likely that China and Russia in particular are pushing to find alternatives to the U.S. Dollar and financial institutions, we do not view this as an imminent threat to the global economy or your investment portfolio.     The U.S. Dollar dominates global trade flows and we do not expect this to change in the near term. It’s estimated that the total value of global trade in 2022 was $32 trillion. The U.S. Dollar was 88% of those trades1. That is only down from 90% in 19881. Further, a reserve currency like the U.S. Dollar must be deep enough to support such large demand, be overseen by a country that can support large current account deficits, has a clear rule of law, does not impose capital controls, and supports property rights. To us, none of the BRICs demonstrate this resiliency. As such, we believe the U.S. Dollar remains the world’s reserve currency for the foreseeable future.     We think maintaining a diversified portfolio of U.S. and International stocks and bonds is the best defense against any potential actions by these countries, which is how we have invested your

Introducing Lineweaver WealthTrac Analysis

Introducing Lineweaver WealthTrac Analysis

Posted By Lineweaver Financial Group
August 24, 2023 Category: Finance, Wealthtrac, Analysis, Portfolio

We’re excited to share the arrival of our new product, the Lineweaver WealthTrac Analysis. This is a unique tool that helps us not only evaluate your current and future financial goals but to also consider emotions and behavior in a way that helps set you up for success.  This is a powerful tool that evaluates your current and future financial plan in 5 different areas: Personal Information, Financial Information, Investment Goals, Risk Tolerance, and Risk Score. It considers variables like your employment, career and income, your Social Security, what you want out of your retirement, what your current financial situation looks like, and much more. By doing this, it can give you a great analysis whether you’re still working or retired. Wealth planning is always about establishing a goal and working toward it. To help client’s do this, we look at their top three financial goals. We measure where they are now, and what it would take to meet their timeline. Part of those goals is looking at three time horizons and the strategies that are best matched with each. You must think about the short-term, middle-term, and long-term goals.  A truly unique aspect of this program is how it lets us visualize how your risk tolerance and your emotional tolerance match up to the risk you’re actually taking, and the progress you’re making toward your goals.  Our unique analyzer also goes even further and offers you a score based on all of thi

LFG Celebrates Christmas in July with Santa at Captains game

LFG Celebrates Christmas in July with Santa at Captains game

Posted By Lineweaver Financial Group
August 17, 2023 Category: General, Lineweaver Financial Group

Team members of Lineweaver Financial Group and their families headed out to a Lake County Captains Game to celebrate Christmas in July and posed with Santa during a Santa Claus costume

Taylor Swift and ‘Barbie’ are helping the economy

Taylor Swift and Barbie are helping the economy

Posted By Lineweaver Financial Group
July 27, 2023 Category: General, Economy, Recession, Sales, Markets

When we think of economic indicators, our minds typically go to the state of the housing market, inflation or unemployment rates. Nevertheless, as of late, there have been some surprising economic drivers originating from unexpected sources.  To understand this sensation, look no further than Taylor Swift’s “Eras” tour and the “Barbie” movie. The blowout success of Swift’s tour combined with the record-setting box office success of the “Barbie” movie is showing up in microeconomic aggregates.   The Federal Reserve’s historic rate hikes haven’t brought on a recession yet. Right now, we’re sitting in what’s known as a “Goldilocks economy,” where it’s not too hot and not too cold. Currently, it looks like consumers are prioritizing experiences and entertainment over buying things. That’s evident when looking at Swift’s tour, which is estimated to generate $4.6 billion in consumer spending in the United States alone1. Fans of Swift are spending money on hotel rooms, merchandise and dining out at restaurants. Some fans are dolling out money for custom outfits, manicures and hairstyles. Businesses are also creating special Swift-themed items for fans to buy. Fans are even visiting local museums, which led to The Country Music Hall of Fame having the best month in its 65-year history. The museum sold 114,000 tickets the month Swift had her Nashville

A new IRS ruling could affect your children’s inheritance

A new IRS ruling could affect your childrens inheritance

Posted By Lineweaver Financial Group
July 26, 2023 Category: General, IRS, Inheritance, Trust, Estate Planning

In a major shift, a new IRS ruling has tightened the regulations surrounding irrevocable trusts and the step-up basis. In the past, families have been utilizing irrevocable trusts to protect their assets from spend-down to still qualify for benefits like Medicaid and VA Aid. Also during this time, it was not clear if assets passing to beneficiaries through an irrevocable trust would receive a step-up in basis, which eliminated any capital gains taxes that would otherwise be owed.  Historically, assets that individuals sold or transferred during their lifetime have been taxed as capital gains, based on the appreciation in value that occurred over time. The capital gains owed are predominantly calculated by comparing the asset's value at the time of purchase with its value at the time of transfer. An exception to the obligation of capital gains taxes comes when the owner of the assets dies, and the assets pass to their beneficiaries. The beneficiaries receive a step-up in basis, therefore they inherit the assets as if it had been purchased at the current fair market value instead of the value of the assets at the original time of purchase. This eliminates any capital gains, and no taxes become due. The new IRS ruling has tightened the regulations surrounding irrevocable trusts and the step-up in basis. According to the updated guidelines, assets held within certain irrevocable trusts will no longer receive the benefit of a step-up in basis upon the grantor's

Don’t make the mistake of leaving your grandchildren with a tax bill instead of an inheritance

Dont make the mistake of leaving your grandchildren with a tax bill instead of an inheritance

Posted By Lineweaver Financial Group
July 13, 2023 Category: Finance, Tax, Inheritance, Trust, 529, IRA

For older Americans, leaving retirement savings to their grandchildren without also leaving them a big tax bill is becoming harder under new rules that took effect in 2020.  Previously, heirs other than spouses had decades to draw down inherited retirement accounts. After the rules change, now they must do it within 10 years.  To maximize their family’s after-tax wealth, grandparents are changing their estate plans and creating new trusts. The timing change also has grandparents making a series of Roth conversions or big generation-skipping lifetime gifts. These choices make sense with the amount of money and taxes that are at play. According to the Investment Company Institute, Americans held $12.5 trillion in IRAs as of March 31, 2023 and 52% of households headed by someone 65 or older have one.    By choosing to leave a Roth IRA, you avoid some of the problems of the accelerated tax hit from an inherited traditional IRA since those can cause a big tax bill, especially if distributions fall during the heir’s highest earning years. Minor grandchildren may also need to file a tax return to report the IRA payouts, and the income could be taxed at the parents’ rate.  However, because of the 10-year payout period, there is a risk that your heirs will spend the money quickly.  Other options to consider when planning your legacy is to start making lifetime gifts to grandchildren as soon as they are born. That can look like pay

Lineweaver Wealth Advisors proud to be named on Crain’s Top Advisors list for fifth consecutive year

Lineweaver Wealth Advisors proud to be named on Crains Top Advisors list for fifth consecutive year

Posted By Lineweaver Financial Group
June 15, 2023 Category: Finance, Awards, Investment, Crains

Lineweaver Wealth Advisors is proud to announce that we have been named as one of the Top 15 Advisors in Cleveland by Crain’s Cleveland Business, moving up three spaces from 18 last year. We are humbled to have received this recognition and credit the hard-working team at LWA and the many clients that we have who put their trust in us.  According to the list, LWA is one of only 5 of the 25 on the list of Advisory services that grew over the last year. We do that in two ways. First, our goal is to make smart decisions with our client's money, which helps benefit them. And the second is that our clients, friends, and neighbors are constantly referring new clients to us. We want to help them be successful, so that it’s easy for our clients to say good things about us. Our staff work hard and go the extra mile for our clients while adding a personal touch. People are sick of the phone tree and digital assistants where you’re the one that must answer questions when you have important questions you want to ask your advisor. Technology is important – we use it to help build and monitor our client’s customized portfolios. But, just as important is being able to talk directly to your advisor or a member of our service team if you need help. We also believe everyone needs a Financial Quarterback –an experienced and knowledgeable advisor to coordinate the members of your team, and to help make sure your customized financial plan is consi

Maximizing the hidden tax strategy behind Net Unrealized Appreciation

Maximizing the hidden tax strategy behind Net Unrealized Appreciation

Posted By Lineweaver Financial Group
May 18, 2023 Category: Tax, Finance, 401k, Retirement

The idea of saving as much as possible during your career while making wise investments to have a comfortable retirement is nothing new for workers. But if you don’t consider a tax strategy with that plan, it can derail any retirement.  Many workers are able to get company stock either as part of their compensation or through the company’s 401(k) program and these are the stocks you want to pay attention to so you don’t lose money in taxes.  Typically, when people retire, they roll all of their 401(k) to an IRA and everything you paid for that company stock inside the 401(k) and all the appreciation through your working years will be taxed at your personal income rate when you take money out to supplement your retirement.  Instead, if you use the Net Unrealized Appreciation – or NUA – rules, you can roll the stock out of the 401(k) and pay ordinary income taxes only on the cost basis, or what you paid for the stock through the years. Then, if done correctly, you can have the appreciation of the stock taxed at the much lower capital gains rates. For most people, this could cut your tax bill almost in half. For example, let’s say that you have $300,000 of company stock in your 401(k), that you paid $100,000 for. You roll the stock out of your 401(k) to a non-IRA account. You will pay taxes on the first $100,000 at your ordinary income rate, but the additional $200,000 would be taxed at your capital gain rate, which ca

Postnuptial agreements come to Ohio

Postnuptial agreements come to Ohio

Posted By Lineweaver Financial Group
May 04, 2023 Category: Postnuptial, Prenuptial, Agreements, Nuptial, Finance

Most people have heard of a prenup – or prenuptial – agreement, but a new law in Ohio will now allow for a postnuptial agreement.  A prenuptial agreement is an agreement a couple enters into before marriage describing how their assets will be divided on divorce or death. However, once you were married, you could not amend or terminate the prenuptial agreement or enter into any agreement regarding the division of assets. Until now, all other states besides Ohio and Iowa allowed for an agreement after marriage to either amend the prenuptial agreement or have a whole new agreement describing how assets will be divided on divorce or death. But now that Senate Bill 210 has been signed into law, married couples in Ohio can go forward with a postnuptial agreement.  There are a couple of scenarios that a postnuptial agreement could lend itself to.  For example, at the beginning of a marriage, the husband and wife were about equal in finances and agreed in a prenuptial agreement that each would keep their own assets. Then they have three children and for twenty years the wife stays at home raising the family and the husband grows his business to be a very valuable asset. The wife might want some part of those assets since she lost the opportunity to grow her assets.  In that case, a postnuptial agreement could provide that she shares in some of the growth of the husband’s assets. In another scenario, let’s say parents want to give a

Jim Lineweaver, CFP®, AIF®, featured in Top 100 in Finance Magazine

Jim Lineweaver, CFP®, AIF®, featured in Top 100 in Finance Magazine

Posted By Lineweaver Financial Group
April 20, 2023 Category: General

We are humbled and excited to share that Founder and President of Lineweaver Financial Group, Inc., Jim Lineweaver, CFP®, AIF®, was recently featured in the Top 100 in Finance Magazine, entering him into a class of some of the most accomplished and esteemed professionals in the financial industry. While this is a great milestone, we know that there are really two reasons for it: a great staff and client trust. Our talented staff works hard and goes the extra mile for clients, and in turn, clients trust us, use us as a valued sounding board, and introduce us to their families and friends. To us, there is no higher recognition. We also believe in personal service. We know how frustrated people are with phone trees and digital assistants where they have to answer questions and are often transferred and re-routed. We live in a fast-paced world that requires cutting-edge technology and the latest market analysis to make smart, informed decisions for all our clients. But, when it comes to service, we believe in a personal touch. You’ll always speak with a person, and we pride ourselves on getting you answers to your questions in 24 hours or less. For 30 years, our team of qualified, experienced, and credentialed professionals has provided our private and corporate clients with a plethora of options for their financial needs. Our success lies in our continued commitment to providing clients with sound advice, world-class customer service, and accessible resou

Update on the Current State of the Banking Industry

Update on the Current State of the Banking Industry

Posted By Lineweaver Financial Team
March 30, 2023 Category: Banks

In March, several large U.S. banks with exposure to cryptocurrencies and technology start-ups collapsed, including Silvergate Bank (SI), Silicon Valley Bank (SVB) and Signature Bank of New York (SBNY). These and other banks experienced a surge in deposits from a combination of pandemic-era stimulus and the rise in cryptocurrency interest and cash inflows to technology start-ups from a hot IPO market in 2020 and 2021. For example, SVB’s deposits nearly doubled in 2021 from the prior year. Banks used these new deposits to make investments, which typically have low credit risk or risk of default, but high-interest rate risk. This includes the risk of interest rates rising, such as Treasury bonds or government-guaranteed mortgage-backed securities (MBS).  This year, reduced interest in cryptocurrencies and the limited ability for tech start-ups to raise new capital led to deposit withdrawals, meaning that some banks were forced to tap their investment portfolios. However, due to the rise in interest rates in 2022, they had to realize capital losses on investment sales in order to raise capital and meet redemptions. As these losses became public knowledge, depositors began to lose confidence in the bank, leading to an acceleration of withdrawals, which quickly spiraled into a classic “bank run” at Silvergate, Silicon Valley Bank and Signature Bank of New York. What made these three banks somewhat unique – and particularly vulnerable – was the

Are you taking steps to protect your finances against cyber criminals?

Are you taking steps to protect your finances against cyber criminals

Posted By Lineweaver Financial Group
March 09, 2023 Category: Cyber, Security, Finances, Spam, Email

Nearly all of us have been victims of cybercrime – or know someone who was – and the result can take a huge financial toll. In 2020 alone, people age 60 and over reported losses exceeding $966 million1. Cybercriminals are more likely to prey on seniors because they are more likely to have money, they may have memory issues, and they tend to be more trusting.  For that reason, it’s imperative to be wary of links in emails from unfamiliar senders. Emails, text messages, and social media posts can all contain malicious links. Spam or malicious emails are by far the most common method attackers use to deliver malware or phishing links. Be especially wary of emails urging you to go to a website and provide personal details. If you ever feel pressured to click on a link or pay some money, step back and assess the situation.  Going one step further, you should try to avoid opening any attachments unless you know the sender and were expecting them to send something. While attachments to an email, social media post or text message may appear to be harmless, they could contain malware designed to launch an attack on your device.  These attachments can be disguised as run-of-the-mill Word documents, PDFs, e-files and voicemails. If the file appears to be from someone you know but it is unexpected, reach out to them via a different method, just as a text or voice call, to make sure they sent you something.  When it comes to passwords, the re

How to prepare to retire in a slowing economy

How to prepare to retire in a slowing economy

Posted By Lineweaver Financial Group
February 16, 2023 Category: Retirement, Economy, Bonds

With a slumping stock market and a slowing economy, early retirees and people looking to retire in the near future need to make intelligent decisions to avoid jeopardizing a successful retirement. Here are a few actions our trusted financial planners recommend to help make the transition into retirement as seamless as possible.  The first thing a retiree should do is examine their spending history to help build a budget. They can do this by adding up all of their annual spendings over the last three years to look at macro trends in spending patterns. Once that’s determined, they’ll want to make investments that can support that budget.  Another way retirees can prepare for retirement income is to create a bond ladder. We’re able to help retirees invest their money while bond yields are back up and high-quality corporate rates reach as high as 4.75%1. High-quality bonds held to maturity can also provide a household with a steady income for the next few years. And there are a lot of different types of bonds – corporate bonds, municipal bonds, and even United States Treasuries – each with their own benefit. For example, one of the advantages of municipal bonds is the tax status since they are exempted from federal, state, and local taxes, which helps minimize taxes during retirement. Another strategy that could be helpful during retirement is to take action to stay ahead of inflation. One way to do that is with dividend-producing sto

Look back 2022 ­— Look ahead 2023

Look back 2022 ­— Look ahead 2023

Posted By Lineweaver Financial Group
January 25, 2023 Category: Finance, Markets, Bonds

COMMENTARY BY JERRY HERMAN, CFA® As we sit in the darkest days of the solar year, we are encouraged to know that the days ahead will have more light – the days will be brighter. And for the financial markets we are optimistic that this will be true in the figurative sense as well. 2022 was a year of recognition and reality - recognition that the stimulus endeavors of prior periods needed to be unwound and the reality that the process could be painful. 2023 offers opportunities and optimism - opportunities being presented in sectors and asset classes that we haven’t seen for some time and the optimism that the Fed will get it right and avoid a deep recession, and global and domestic political and social tension will ease.   In 2022, the forces of pandemic-induced supply chain disruptions, exceptionally high consumer demand for goods such as housing, autos, and appliances, and services like travel and entertainment, combined with an energy shock brought on by the Russia-Ukraine conflict, drove inflation to its highest level in four decades! In June, the inflation rate hit 9.1% and averaged just over 7% for the year, more than double the historical average of about 3%. To combat inflation, the Fed increased interest rates seven times during the year to 4.25-4.5%, levels not seen since 2008.  The year was difficult for investors. Facing the headwinds of rising interest rates, a very tight labor market, and capacity and supply constraints in ma

Financial resolutions to maintain throughout the new year

Financial resolutions to maintain throughout the new year

Posted By Lineweaver Financial Group
January 25, 2023 Category: Resolutions, Finance, Goals, Coordination

By Jim Lineweaver, CFP®, AIF® President and Founder It might not be so shocking to learn that many of us don’t stick to our New Year’s resolutions. In fact, according to a study conducted by the University of Scranton in Pennsylvania, only 8% of people achieved their New Year’s resolutions in 2021.  One problem that typically arises is that we set aspirational goals for ourselves instead of ones based on the reality of integrating them into our everyday activities. This can set us up for failure and create self-doubt in our abilities. Here’s a list of attainable resolutions I’ve put together to give you the confidence needed to stay true to your financial goals throughout the new year.  The first resolution that will help set a solid foundation to your financial plan is to set aside time to look at your insurance plans. You’ll want to make sure all your insurance is in proper order including life insurance, disability insurance and even property and casualty. Because we specialize in working with retirees, long-term care is of top priority to our clients. And if you have rental or vacation homes, you may want to consider an umbrella policy.  Another resolution is to establish your financial goals. Both long and short financial goals should be driven by your personal goals. That could look like sending your children or grandchildren to college, passing on the family business or having a retirement plan tha

Let Us Help With Your Taxes

Let Us Help With Your Taxes

Posted By Lineweaver Financial Group
January 25, 2023 Category: Tax

Tax season is upon us. Our Lineweaver Tax Team is ready to help you with all your tax needs. Lead by Tax Planning and Preparation Specialist Mark Sipos, from left, with Tax Assistant and Administrative Support Loryn Zaffle and Tax Associate Josh Wenhold. To learn more about our services or access helpful resources

Why Your Financial Plan Needs a Second Opinion

Why Your Financial Plan Needs a Second Opinion

Posted By Lineweaver Financial Group
January 13, 2023 Category: Second Opinion, Finance, Cosultation

People often question if they’re doing all they can to protect their portfolios from losses while taking advantage of buying opportunities. To help you gain more confidence in your financial well-being, it can be beneficial to get a second opinion.  Even if you’re happy with your current plan, a second opinion can help pinpoint issues or call attention to parts that might be overlooked otherwise. Here are five reasons why it might be time to consider a second opinion.   All financial planners are different, and each offers different services and products. You need a planner who is truly independent and not forced to offer a limited selection of options to meet your goals and objectives. The advisor you want is one that can customize a solution for whatever your circumstances may be.  You’ll want to make sure your advisor is a fiduciary, which means that an advisor puts your needs and goals before their own. If you’re currently seeing an advisor that is not a fiduciary like ours, that may mean they’re not keeping your best interests in mind.  Make sure you’re working with someone with the proper credentials. Ideally, you’ll want to see a Certified Financial Planner (CFP) because they follow higher standards in terms of education and ethics. The best of both worlds would be an independent fiduciary who is a CFP. Then they’d have access to almost any strategy, product or security and have to put your inte

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Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.

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