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Newsletters and Free Reports from the financial planners at lfg

Our information-packed quarterly newsletters ensure LFG clients are always aware of the latest developments at Lineweaver Financial Group, as well as in the financial community. We also offer free reports on a variety of pertinent financial topics to allow our clients to educate themselves on the financial topics they are most interested in. We invite you to peruse past newsletters and free reports.

    • 2017 Q3 Newsletter

      2017 Q3 Newsletter

    • 2017 Q2 Newsletter

      2017 Q2 Newsletter

    • 2017 Q1 Newsletter

      2017 Q1 Newsletter

    • 2016 Q4 Newsletter

      2016 Q4 Newsletter

    • 2016 Q3 Newsletter

      2016 Q3 Newsletter

    • 2016Q2 Newsletter

      2016Q2 Newsletter

    • Tax Organizer

      Tax Organizer

    • 2015 Q4 Newsletter

      2015 Q4 Newsletter.

    • Monthly Budget

      Monthly Budget Worksheet

    • Balance Sheet

      Balance Sheet Tool

    • 2015 Tax Organizer

      2015 Tax Organizer

    • 2014 Q4 Newsletter

      2014 Q4 Newsletter

    • 2014 Q3 Newsletter

      2014 Q3 Newsletter

    • 2014 Q2 Newsletter

      2014 Q2 Newsletter

    • 2014 Q1 Newsletter

      2014 Q1 Newsletter

    • Divorce, Remarriage and Estate Planning

      After divorce or remarriage, who do you want your money to go to?

    • Buy Low, Sell High- Where are we Today

      Where have we been... and where do we go from here?

    • 2013 Q4 Newsletter

      Read the latest newsletter from Lineweaver Financial Group.

    • Involving the Family with Your Finances

      You are at the stage that when the gutters need cleaning, and you’re not doing it yourself like you used to. You are smart enough to ask for help from a family member, maybe a son or daughter-in-law. But at what point do you get family members involved in your finances?

      Click here to read article

    • 2013 Q2 Newsletter

      Read the latest newsletter from Lineweaver Financial Group. 2013 Q2 Newsletter

    • Using Annuities in Period of Uncertainty

      We are in uncertain times. Learn about annuities before you use them.

      click here to read article

    • 2013 Q1 Newsletter

      Read the latest newsletter from Lineweaver Financial Group. 2013 Q1 Newsletter

    • Market Volatility As The New Norm

      We are in a period of market volatility and that is not going to change anytime soon. Be prepared.

      Click here to read article

    • 2012 Q4 Newsletter

      Read the latest newsletter from Lineweaver Financial Group! 2012 Q4 Newsletter

    • 2012 Q3 Newsletter

      Read the latest newsletter from Lineweaver Financial Group! 2012 Q3 Newsletter

    • Personal Financial Checklist

      Personal & Financial Organizational Checklist

    • Ohio Real Estate Transfer on Death Checklist

      At the end of 2009 the laws regarding Transfer On Death (TOD) real estate deeds changed in the State of Ohio. TOD is a way to attach beneficiaries to your real estate who will inherit the property upon your death while allowing the property to avoid probate. Please use this checklist to to review the deed on your home, or any other real estate you own in Ohio. Download the full report.

    • Traditional IRA to Roth Conversion Checklist

      The changes in the tax law starting in 2010 and the decline in the value of many IRAs have created an opportunity to convert an IRA to a Roth IRA that may never be better. But, a conversion creates a tax liability that many do not fully understand. Due to the complexity of a potential conversion, we have created this checklist to help you determine if you need additional information before proceeding with a Roth conversion. Please check yes or no to each of the questions below. There are no right or wrong answers; the impact a conversion could have is unique to you and your situation. Download the full report.