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Linea’s Latest

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.

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…

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...

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...

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...

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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Smoother Journey
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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.
