770.731.8500
Brokercheck info@lineawealth.com

Linea’s Latest | May 2024

Ready for a Review?

A mid-year financial review is a crucial step in ensuring you’re on track to meet your financial goals. By taking the time to reassess your budget, investments, and overall financial strategy, you can make necessary adjustments to optimize your financial health.

This review helps you identify any changes in your financial situation, take advantage of new opportunities, and address potential challenges early. Whether it’s re-balancing your investment portfolio or updating your savings goals, a mid-year financial review provides clarity and direction for the remainder of the year.

Ready to schedule your review? Reach out to a member of our team and we’d be happy to schedule it!

Spotlight

Successful Students

As the summer is rapidly approaching, we have entered a whirlwind of graduation season! Congratulations to both of Howard’s daughters, Eden has been accepted to UGA and Emma is headed to high school next year.

Justin’s daughter, Harper is turning 13th this month. And was recently recognized as the student of the week. She is headed to 8th grade next year, and Millie will be in 5th grade.

Scholarship Support

The Georgia Food Industry Education Foundation (GFIEF) awards scholarships to deserving students associated within the food industry. Since 1995 the Foundation has awarded over $2.3 million in scholarships! Awards are available to students attending college or a vocational/trade school in the Fall of 2024. We are pleased to have supported this scholarship for many years.

Go Braves!

Pete Coleman hosted several of his clients at a Braves game this month. Everyone that made it were lucky enough to also snag the Acuna’s base stealing bobble-head. They all had a great time, and we are excited that it’s baseball season!

Justin’s Market Musings | Masters Week is Here (oh, and that market crash too)! | April 08, 2025

Ah, one of my favorite weeks of the year has arrived. Spring has sprung, warmer weather is here to stay, and all attention will be on the Masters coverage from just down the road...

Check out our blog! We post timely articles guaranteed to pique your interest and help with your financial journey.

Articles

4 Withdrawal Strategies

Cultivating a Greener Thumb

For You

Make sure you see the key financial data for this year to be on the right track.