Blog

Month: January 2018

Transfer Real Estate and Defer Tax

Transfer Real Estate and Defer Tax

Posted By Lineweaver Financial Group
January 18, 2018 Category: Transfer Real Estate, Defer Tax

Transfer Real Estate and Defer Tax! Many of us have been there. If you sell appreciated property, your unrealized gain can become a realized gain, and create a potential tax liability. But, if you exchange your property for another like property, you may be able to continue to defer the taxable gain! A 1031 exchange is a swap of one business or investment asset for another. Capital gains on the sale of this property are deferred or postponed as long as the IRS rules are meticulously followed. 1031 exchanges typically involve real estate, but can be used for other investment properties like businesses. It involves a simple swap of one property for another between two people. Since it’s unlikely that you and another person will have the exact properties you want to swap, the vast majority of exchanges are delayed, three party, or Starker exchanges. In a delayed exchange, you need a middleman who holds the cash after you “sell” your property and uses it to “buy” the replacement property for you. There are two key timing rules you must observe in a delayed exchange. The first is that you can’t receive the cash, and within 45 days of sale, you must then designate a replacement property. The second is that you must close on the new property within 180 days of the sale of the old one. These two time periods must be concurrent. There can be other considerations as well. These exchanges can become complex and experts should always be consult

HealthWatch To Lose Weight, Eat More

Posted By Lineweaver Financial Group
January 09, 2018 Category: Healthwatch, Lose Weight, Eat More

With the holidays over, many of us make New Year's  resolutions - and chief among them is often losing weight. There’s no lack of advice - and it all seems to focus on  calories in vs. calories out. Which is important, but this  year you may want to try eating more now to eat less later. It sounds counterintuitive at first, but it makes sense when you think about it. You’re hungry, and grab a 100-calorie snack pack of cookies or pretzels. It’s only 100 calories, so how bad can it be for you? But as you know, it’s more likely to make you hungrier than if you ate something more  substantial. According to Amy Goodson, RD, dietitian for Texas Health Ben Hogan Sports Medicine, “eating small amounts of carbohydrates does nothing but spike your blood sugar and leave you wanting more carbs.” She goes on to  recommends a protein such as peanut butter or string cheese with an apple. “They are higher in calories per serving, but the protein and fat helps you get full faster and stay full  longer—and you end up eating fewer calories overall,”  she says. Source: Time.com. Strange but True Health

2018 Q1 Market Commentary

Posted By Lineweaver Financial Group
January 09, 2018 Category: Market Commentary

Global financial markets continued to move higher, supported by an improving outlook for global economic growth. Volatility remained near record low levels despite persistent geopolitical tensions, tightening U.S. monetary policy and particularly destructive natural disasters. We present a few highlights from 4Q17 below: U.S. equity markets continued their bull market run during the fourth quarter as the Trump Administration’s tax reform proposal took a step closer to approval, offering a boost to overall investor sentiment. The S&P 500, the Dow Jones Industrial Average and the technology-heavy Nasdaq Composite each hit all-time highs during the quarter. On the economic front, preliminary estimates indicate third quarter GDP grew at the fastest pace in three years amid strong business investment.   Developed international equity markets were also positive during the fourth quarter, driven by improving earnings growth and general economic expansion. Strong gains came out of the Pacific region, while Europe lagged. On the political front, British Prime Minister Theresa May suffered a major setback as parliament voted to give lawmakers a final say on any Brexit agreement. In the emerging markets, returns were propelled higher by solid performances from China, India and South Korea. Year-to-date, emerging markets equities are the best performing asset class.   Within fixed income, results were mixed during the fourth quarter as the Federal Reserve raised int

2017 in Retrospect - Market Review

Posted By Lineweaver Financial Group
January 09, 2018 Category: Market Review 2017

A better than expected 2017 appears to be transitioning into an optimistic start for 2018. 2017 will be remembered for continually reaching new highs, but may go down in the record book for its lack of volatility. The Dow ended the year at 24,719.22 -- pushed to these levels by optimism of a tax reform plan and foreign  investors pouring money into the market. Since the 2016 presidential election, the Dow has set 84 new record closing highs, leaving the Dow up 25.08% for the year, and the S&P 500 up 19.42%.  In 2016, few people expected returns of these levels against a backdrop of political infighting in Washington,  geopolitical tensions, and a tighter monetary policy. Stack on top of those issues the possibility that 2017 could also set a record for the number of natural disasters totaling $1B (tornados, floods, hurricanes, and wildfires) -- and the gains and level of stability are surprising.  The lack of volatility will set 2017 apart. We are in the longest period in S&P 500 history without a 3%+ correction, with no move of that size since November 4, 2016. Our domestic markets are not alone. Global markets have also turned in a great year of performance.  Trying to predict where the market will end 2018 is like throwing darts. While gains of the magnitudes seen in 2017 are unlikely to be repeated, conditions look good for further market growth.    Growth in the U.S. economy increased in 2017 with back-to-back quarters of

Letter From the President

Posted By Lineweaver Financial Group
January 09, 2018 Category: Letter From The President New Years Resolutions

New Year’s Resolutions that are Easy to Keep Every year, we torture ourselves with New Year’s resolutions – losing weight, eating better, getting more exercise – we’ve all been there before. And do we keep them? Many of us do. But there’s always at least a few that you feel bad about not keeping. So this year, we  decided to change things up. We present to you a list of New Year’s Resolutions that anyone can keep! Reject models when they ask you out Eat more pizza Don’t let your naturally good looks make you insecure Confiscate at least one selfie stick Don’t drink alcohol at the gym Exercise your right to eat more tacos Stay in more Spend less time with people, and more time on your phone Don’t go to the gym on days that end in “y” Rather than lose weight, buy bigger clothes Use your fitness equipment to hang up those clothes Take the time to procrastinate more Replace the gas nozzle before driving away from the pump Interrupt people more often Do less laundry, and use more deodorant There – don’t say we never did anything for you! I know these resolutions will be a great source of pride and personal achievement in the coming year. May all your troubles last as long as your New Year’s resolutions. Happy New

Categories
Finance (54)
General (40)
Commentary (35)
Newsletter (30)
Economy (27)
Blog (24)
Portfolio (24)
Educational (16)
Retirement (13)
Economic Commentary (12)
Taxes (8)
Letter From The President (7)
Healthwatch (7)
Bonds (5)
Tax (5)
Market (5)
Health (4)
Q3 (4)
Estate Planning (4)
IRA (3)
Markets (3)
Dividends (3)
New Year (3)
Inheritance (3)
Investments (3)
Tax Planning (3)
Lineweaver (3)
Holiday (2)
Financial (2)
Trump (2)
Insurance (2)
Planning (2)
Crain\'s (2)
Awards (2)
Coordination (2)
Social Security (2)
Market Update (2)
Spotlight (2)
Election (2)
Economic Outlook (2)
HealthWatch (2)
Volatile Market (2)
Strategies (2)
Healthcare (2)
Annuities (2)
Annuity (2)
Charity (2)
Tax Strategies (2)
2019 (2)
Q2 Newsletter (2)
Resolutions (2)
Goals (2)
Investment (2)
Trust (2)
529 (1)
2020Q4 (1)
Medicare (1)
Medicare Supplements (1)
Your Retirement Playbook (1)
Sleep (1)
Markets Don\'t Pick Sides (1)
CDs (1)
Healthy Living (1)
Finances (1)
Donation (1)
2021 Outlook (1)
Crains (1)
401k (1)
Wealthtrac (1)
2020Q3 (1)
Stimulus (1)
Black Swan (1)
Agreements (1)
Prenuptial (1)
Postnuptial (1)
(1)
CARES (1)
CARES Act (1)
Banks (1)
Security (1)
Nutrition (1)
Email (1)
Spam (1)
Steps (1)
Probiotics (1)
Money (1)
2020 (1)
Interest Rates (1)
Fraud (1)
Cyber (1)
Financial Services (1)
Series (1)
Estate Plan (1)
Retirement 401k 529 (1)
Business Coordination (1)
Recession (1)
Financial Professionals (1)
IRS (1)
Cosultation (1)
Dollar (1)
Certified Financial Planner (1)
Employee (1)
Clients (1)
School Tuition (1)
Cefex (1)
Second Opinion (1)
Medical News Today (1)
Invest (1)
Rating (1)
Certification (1)
Cds (1)
Real Estate (1)
Eductional (1)
News (1)
Investment. Advisers (1)
Sales (1)
End Of The Year (1)
Technology (1)
Education (1)
Analysis (1)
College (1)
Fitch (1)
Pros And Cons (1)
Lineweaver Financial Group (1)
Nuptial (1)
Pse (1)
End Of Year Taxes (1)
Summer (1)
Travel Tips (1)
Travel (1)
Drink Water (1)
Market Volatility (1)
Investing (1)
Cryptocurrency (1)
Bitcoin (1)
Advice (1)
Q3 Newsletter (1)
Client Spotlight (1)
In Laws (1)
Trusts (1)
Bloodline Trust (1)
Marital Trust (1)
Vacation From Investments (1)
Screens (1)
Eye Strain (1)
2018 (1)
Market Review (1)
Bruce Motko (1)
LFG (1)
Financial Quarterback (1)
Reallocation (1)
Eat More (1)
Market Commentary (1)
Market Review 2017 (1)
Letter From The President New Years Resolutions (1)
Transfer Real Estate (1)
Defer Tax (1)
Top Financial Strategies Of The Wealthy (1)
Market Pullback (1)
RMD (1)
New Website (1)
Distribution (1)
Financial Planning (1)
Tariffs (1)
NAFTA (1)
Trading (1)
New Tax Law (1)
529 Plans (1)
Charitable Giving (1)
Q2 (1)
Rising Interest Rates (1)
Quarterly Newsletter (1)
Donations (1)
Credit Unions (1)
Traditional Ira (1)
Congress (1)
Sell In May And Go Away (1)
Stock (1)
Buy (1)
Sell (1)
Dementia (1)
Review (1)
Lose Weight (1)
Roth Ira (1)
Big Banks (1)
Savings (1)
Checking (1)
Banking (1)
Longterm Care (1)
Elder Law (1)
POA (1)
Power Of Attorney (1)
Charitable (1)
Roth Conversion (1)
Chad Roope (1)
Tax Law (1)
Healthy (1)
James Lineweaver (1)
Exercising (1)
Vacation Home (1)
Diversification (1)
Stocks (1)
Market Outlook (1)
Financial Goals (1)
Jim Lineweaver (1)
New Years Resolutions (1)
Cooking (1)
Wills (1)
Tips (1)
Q1 (1)
Pro Football Hall Of Fame (1)
Anne Graffice (1)
David Baker (1)
Sring Cleaning Your Finances (1)
Keeping Your Mind Sharp (1)
Q2 2019 (1)
Legal (1)
Strategy (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. 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.

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom