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Linea’s Latest

Linea’s Latest I May 2025

Linea’s Latest I May 2025

Justin’s Market Musings | One for the Ages…| May 07, 2025 For You Make sure you see the key financial data for this year to be on the right track.

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Linea’s Latest I May 2025

Linea’s Latest I April 2025

A new study from the University of Georgia reveals a growing gap in financial well-being across generations. While older generations reported stronger financial stability, Millennials and Gen Z face challenges like debt, home affordability, and long-term planning…

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Linea’s Latest I May 2025

Linea’s Latest | January 2024

Set Intentions Instead of Resolutions As we welcome the new year, many of us are used to setting resolutions—goals we strive to achieve with determination and often, pressure. But what if this year, we approached things a little differently? Instead of rigid...

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Linea’s Latest I May 2025

Linea’s Latest | June 2024

Happy 4th of July! As we approach the 4th of July, we are reminded of the remarkable journey our nation has taken and the enduring spirit of freedom that binds us together. Independence Day is not just a celebration of our nation’s birth, but also a time to reflect on...

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Linea’s Latest | May 2024

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...

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Linea’s Latest | May 2024

Linea’s Latest | April 2024

Do You Need a Family Financial Summit? A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and the legacy your family wishes to...

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Plan For A
Smoother Journey

Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.

Plan For A
Smoother Journey

Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.