Blog

Category: Financial Quarterback

What is a Financial Quarterback, and Why Do I Need One?

By Lineweaver Financial Group
August 23, 2018 Category: Financial Quarterback, Lineweaver

In our increasingly complex financial world, its important to discuss the need to have an overall coordinated approach when it comes to financial affairs. Think of 11 players going onto the football field, and hiking the ball without taking the time to get into a huddle and have the quarterback call the play. The chances of these guys getting into the end zone are slim. Without overall coordination of your financial affairs, getting into the financial end zone may be difficult for you as well. Most people dont think of all their advisors as a team, but its important to recognize that most of us already have a financial team; we are getting financial advice from a variety of sources. Your financial team is comprised of your different insurance agents, your CPA or tax preparer, your bank, any investment advisors with whom you are working, and your estate planning attorney. Everyone has a financial team, and they all need a Financial Quarterback. Lets look at some potential pitfalls of

Categories
Newsletter (27)
Retirement Planning (14)
Financial Planning (11)
Letter From The President (11)
Retirement (10)
Economic Commentary (10)
Lineweaver (10)
Tax (9)
Healthwatch (8)
Market Commentary (8)
General (6)
Education Programs (6)
Taxes (4)
Q3 (4)
LFG (4)
Bonds (4)
Social Security (4)
Market (4)
Tax Planning (4)
Market Review (3)
2017 (3)
IRA (3)
Finance (3)
Tax Law (3)
Diversification (3)
Q2 Newsletter (2)
Stocks (2)
Investing (2)
Tax Cuts And Jobs Act (2)
Rising Interest Rates (2)
Investments (2)
(2)
Insurance (2)
Client Spotlight (2)
Social Security Benefits (2)
2016 (2)
Financial Strategies (2)
High Income (2)
Interest Rates (2)
2019 (2)
Tax Scams (2)
Brexit Update (2)
Trump (2)
Estate Planning (2)
Charitable Giving (1)
Letter From The President New Years Resolutions (1)
Travel Tips (1)
Transfer Real Estate (1)
Bruce Motko (1)
New Website (1)
Tax Cuts (1)
Q2 (1)
Eat More (1)
Reallocation (1)
529 Plans (1)
RMD (1)
New Tax Law (1)
Trading (1)
NAFTA (1)
Defer Tax (1)
Tariffs (1)
Lose Weight (1)
Jobs (1)
Distribution (1)
Top Financial Strategies Of The Wealthy (1)
Market Pullback (1)
Market Review 2017 (1)
Statements (1)
Travel (1)
Eye Strain (1)
Tips (1)
Cooking (1)
Healthy (1)
New Years Resolutions (1)
Jim Lineweaver (1)
Financial Goals (1)
Market Outlook (1)
Portfolio (1)
Vacation Home (1)
Exercising (1)
James Lineweaver (1)
Quarterly Newsletter (1)
Financial Quarterback (1)
2018 (1)
Screens (1)
Markets (1)
Vacation From Investments (1)
Marital Trust (1)
Bloodline Trust (1)
Trusts (1)
Grand Kids (1)
In Laws (1)
Q3 Newsletter (1)
Summer (1)
Advice (1)
Bitcoin (1)
Investment (1)
Cryptocurrency (1)
Market Volatility (1)
Drink Water (1)
Inheritance (1)
Financial (1)
Kids (1)
Holiday Planning (1)
Business Owners (1)
Self Employed (1)
Retiring (1)
Legacy (1)
Retire Early (1)
Retire (1)
Q1 2017 Newsletter (1)
Winter 2017 (1)
Market Update (1)
2016 Market (1)
1st Quarter (1)
Holiday Gifts (1)
Stockpile (1)
Financial Health (1)
Annuities (1)
Fall 2016 (1)
Politics (1)
Candidates (1)
Election (1)
Gifting (1)
Harvest For Hunger (1)
Service Day (1)
Women And Money (1)
Charitable Contributions (1)
Social Security Planning (1)
Financial Advisor (1)
Financial Advice (1)
Retirement Tips (1)
Annuity (1)
Annuity Alternatives (1)
Introducing (1)
North Korea (1)
Tax Cuts And Job Act (1)
Third Quarter (1)
Identity Theft (1)
Fraud (1)
2017 Q4 (1)
Mark Sipos (1)
Equifax (1)
401(k) (1)
Costs (1)
Expense (1)
Mutual Funds (1)
Lineweaver Wealth Advisors (1)
Conflict (1)
Coordination (1)
Life Insurance (1)
Protection (1)
Risk Management (1)
REITs (1)
Real Estate (1)
Growing Your Wealth (1)
Charitable Remainder Trust (1)
Private Foundation Charitable Lead Trust (1)
Donor Advised Fund (1)
Charity (1)
Roth (1)
Policy (1)
Bonds Ladder (1)
Dividend (1)
Q1 (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom