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Q4 2018: Letter From the President

2018 marks a major milestone in Lineweaver Financial Group history. When I started the
company 25 years ago in 1993, my vision of improving the lives and retirements of families
was just getting started. When I think back to those early days and compare it to where
Lineweaver Financial Group stands today, I can’t help but be proud of the hard work we’ve
done, and the things we have accomplished.

In the last few years we have opened new office locations, which has expanded our reach to
areas such as Mentor, Westlake, and most recently, Akron. Meanwhile, at our headquarters in
Valley View, we continue to grow as a company. We have made major changes to our website,
providing easier online account access to our clients, and making our informative materials such as our blogs, articles and whitepapers more readily available.

Many of you were familiar with our segment on the Golden Opportunities show which ended earlier this year. We are now featured every Sunday on Fox 8 just before the 10 AM news with Chris Wallace, as part of our own segment, “The Financial Quarterback.” We will continue
to provide helpful financial planning strategies and tips through this new program, and we hope to serve as a valuable retirement resource.

Of course, none of these things would be possible without our clients. On behalf of everyone at Lineweaver Financial Group, I want to thank you for placing your trust in us, and for providing us with the opportunity to carry out your financial vision.

Here’s to another 25 years!

Most Recent

The Power of Coordination

By Lineweaver Financial Group
April 18, 2019 Category: Coordination, Tax, Legal, Insurance, Financial, Wills, Estate Planning, Taxes, Retirement

At the Lineweaver Companies, we believe a team approach to coordinating all your financial, legal, tax, and insurance needs helps save you time, money and worry. For example, we had clients who were both close to retirement, and unfortunately the husband had been diagnosed with terminal cancer. The first thing we did was to work with them to make sure his pension was triggered in such a way that the wife could receive a greater lifetime benefit - almost a million more dollars than she would have otherwise received. At the same time, in this sort of situation, you have to consider powers of attorney and other basic estate planning documents that everyone should have, like wills, and even if trusts make sense for your particular situation. There were also huge student loan balances of more than $120,000. But, because they kept the loans entirely in the fathers name, when he passed, the debt was forgiven. But what many people dont know is that the forgiveness of debt in this

Economic Commentary: Q2 2019

By Lineweaver Financial Group
April 02, 2019 Category: Economic Commentary, Q2 2019

Investment Directions - Spring Forward Once again, spring is near, a time of growth, renewal and restoration. But with concerns over slowing growth, uncertainty around economic and earnings outlooks, and ever-present U.S.-China and European political risks, investors should be prepared for potential spring volatility. Our take on the major themes for this quarter: U.S. Equities: The Healthy Healthcare Sector In an environment of slowing growth and less certain earnings outlooks, the traditional defensive qualities and resilient earnings growth of healthcare stocks are appealing. Plus, valuations broadly look reasonable compared to historical levels. Tactical investors may consider getting more granular with the medical devices industry. Developed markets: What Next for Brexit? With Theresa Mays Brexit plan resoundingly defeated, she must now renegotiate a deal. We believe the United Kingdom is likely to avoid a hard exit with an extension of the March 29 deadline to exit and gain time

HealthWatch: Keeping Your Mind Sharp in Retirement

By Lineweaver Financial Group
April 02, 2019 Category: Keeping Your Mind Sharp, Healthwatch

Seniors who stay active mentally may be able to help keep their mind sharp longer. When it comes to brain power, much like your muscles, the use it or lose it concept applies, says Dana Anspach, CEO and founder of Sensible Money in Scottsdale, Arizona. Retirees who engage in life-long learning keep their brain engaged by challenging themselves to learn new skills. Its important to find things youre curious about and dive in. And in retirement, you have the time to do it. Taking classes in retirement can also be a way to meet new people with similar interests and socialize. You can go lots of places to learn. You can purchase CDs or DVDs. You can learn from great teachers, Frank says. We have a sense of community. You will meet people in classroom and continue conversing after class. Were all teaching and learning together. Some colleges, including Pennsylvania State University and Colorado State University, allow seniors to audit classes tuition-free. Other universities, such as Boston

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