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.
After divorce or remarriage, who do you want your money to go to?
Where have we been... and where do we go from here?
Read the latest newsletter from Lineweaver Financial Group.
You are at the stage that when the gutters need cleaning, and youâre 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?
Read the latest newsletter from Lineweaver Financial Group. 2013 Q2 Newsletter
We are in uncertain times. Learn about annuities before you use them.
Read the latest newsletter from Lineweaver Financial Group. 2013 Q1 Newsletter
We are in a period of market volatility and that is not going to change anytime soon. Be prepared.
Read the latest newsletter from Lineweaver Financial Group! 2012 Q4 Newsletter
Read the latest newsletter from Lineweaver Financial Group! 2012 Q3 Newsletter
At the end of 2009 the laws regarding Transfer On Death (TOD) real estate deeds changed in the StateÂ of Ohio. TOD is a way to attach beneficiaries to your real estate who will inherit the property upon yourÂ 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.
The changes in the tax law starting in 2010 and the decline in the value of many IRAs have created anÂ opportunity to convert an IRA to a Roth IRA that may never be better. But, a conversion creates a taxÂ liability that many do not fully understand. Due to the complexity of a potential conversion, we haveÂ created this checklist to help you determine if you need additional information before proceeding with aÂ 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.