Blog

Category: Legacy

Are You Spending Your Legacy?

By Lineweaver Financial Group
March 10, 2017 Category: Legacy, Retirement, Retirement Planning

Are You Spending Your Legacy? Retirement is supposed to be a well-earned reward a time when you can stop worrying about the day-to-day struggles of your career, and everything that went with it. A time to enjoy your family, and to scratch a few things off your bucket list. Confronted with so much freedom, it can be tempting to do all those things without considering a plan going forward. While we find that most of our clients arent afraid of running out of money for themselves, many of them do want to leave a legacy to help their children or grandchildren. So how can you ensure that youll be able to have the retirement you want and still help your loved ones? It all comes down to your spending rate. To find your rate, start by adding up your expenses, and subtract that from any non-portfolio income you might be receiving in retirement. That can mean things like rental property income, annuity income, or even Social Security. The amount left over is what youll need to withdraw. You

Categories
Newsletter (27)
Retirement Planning (14)
Letter From The President (12)
Retirement (11)
Economic Commentary (11)
Financial Planning (11)
Lineweaver (10)
Tax (10)
Healthwatch (9)
Market Commentary (8)
Education Programs (6)
General (6)
Taxes (6)
Bonds (4)
LFG (4)
Market (4)
Tax Planning (4)
Q3 (4)
Social Security (4)
Market Review (3)
IRA (3)
2017 (3)
Estate Planning (3)
Insurance (3)
Tax Law (3)
Diversification (3)
Trump (3)
Finance (3)
Coordination (2)
Financial (2)
Client Spotlight (2)
Rising Interest Rates (2)
Q2 Newsletter (2)
Stocks (2)
Investments (2)
Financial Strategies (2)
High Income (2)
Portfolio (2)
(2)
Tax Scams (2)
Social Security Benefits (2)
Brexit Update (2)
Interest Rates (2)
2016 (2)
2019 (2)
Tax Cuts And Jobs Act (2)
Investing (2)
Cryptocurrency (1)
Market Volatility (1)
Top Financial Strategies Of The Wealthy (1)
Markets (1)
Letter From The President New Years Resolutions (1)
Travel (1)
Transfer Real Estate (1)
Defer Tax (1)
Drink Water (1)
Bruce Motko (1)
Travel Tips (1)
Market Pullback (1)
New Website (1)
Q2 (1)
Reallocation (1)
Charitable Giving (1)
RMD (1)
529 Plans (1)
New Tax Law (1)
Distribution (1)
Trading (1)
Tariffs (1)
NAFTA (1)
Investment (1)
Statements (1)
Bitcoin (1)
Q1 (1)
Financial Goals (1)
Jim Lineweaver (1)
New Years Resolutions (1)
Healthy (1)
Cooking (1)
Tips (1)
Pro Football Hall Of Fame (1)
Vacation Home (1)
Anne Graffice (1)
David Baker (1)
Sring Cleaning Your Finances (1)
Keeping Your Mind Sharp (1)
Q2 2019 (1)
Legal (1)
Market Outlook (1)
Exercising (1)
Advice (1)
Marital Trust (1)
Summer (1)
Q3 Newsletter (1)
In Laws (1)
Inheritance (1)
Trusts (1)
Bloodline Trust (1)
Vacation From Investments (1)
James Lineweaver (1)
Screens (1)
Eat More (1)
Eye Strain (1)
2018 (1)
Financial Quarterback (1)
Quarterly Newsletter (1)
Market Review 2017 (1)
Lineweaver Wealth Advisors (1)
Lose Weight (1)
Stockpile (1)
Annuity (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)
Holiday Planning (1)
Annuity Alternatives (1)
Financial Health (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)
Annuities (1)
Life Insurance (1)
Jobs (1)
Expense (1)
Tax Cuts (1)
Grand Kids (1)
Kids (1)
Introducing (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)
Mutual Funds (1)
Dividend (1)
Conflict (1)
North Korea (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)
Wills (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom