{"id":622,"date":"2024-05-23T15:43:34","date_gmt":"2024-05-23T19:43:34","guid":{"rendered":"https:\/\/lineawealth.com\/?p=622"},"modified":"2024-06-26T13:23:29","modified_gmt":"2024-06-26T17:23:29","slug":"lineas-latest-may-2024","status":"publish","type":"post","link":"https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/lineas-latest-may-2024\/","title":{"rendered":"Linea\u2019s Latest | May 2024"},"content":{"rendered":"

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Ready for a Review?<\/h2>\n
A mid-year financial review is a crucial step in ensuring you\u2019re 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.<\/p>\n

This review helps you identify any changes in your financial situation, take advantage of new opportunities, and address potential challenges early. Whether it\u2019s 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.<\/p>\n

Ready to schedule your review? Reach out to a member of our team and we\u2019d be happy to schedule it!<\/p>\n<\/div>\n

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Spotlight<\/h2>\n

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Successful Students<\/h2>\n
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.<\/div>\n
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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.<\/div>\n
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Scholarship Support<\/h2>\n
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.<\/div>\n
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Go Braves!<\/h2>\n
Pete Coleman hosted several of his clients at a Braves game this month.\u00a0Everyone that made it were lucky enough to also snag the Acuna’s base stealing bobble-head.\u00a0They all had a great time, and we are excited that it’s baseball season!<\/div>\n
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Check out our blog! We post timely articles guaranteed to pique your interest and help with your financial journey.<\/p>\n

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header_2_font_size_last_edited=”on|desktop” text_orientation=”center” header_2_text_align=”center” custom_padding_last_edited=”off|phone”]<\/p>\n

Articles<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.23″ background_pattern_color=”rgba(0,0,0,0.2)” background_mask_color=”#ffffff” width=”90%” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″][et_pb_column type=”1_2″ custom_padding__hover=”|||” custom_padding=”|||”][et_pb_blurb _builder_version=”4.25.1″ title=”4 Withdrawal Strategies” image=”https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/wp-content\/uploads\/sites\/142\/2024\/05\/Retirees_-What_s-Your-Withdrawal-Strategy_1_.png” link_option_url=”https:\/\/files.constantcontact.com\/eeb02251901\/540f3339-1825-4951-a7ea-d2179c199415.pdf?rdr=true” link_option_url_new_window=”on” background_pattern_color=”rgba(0,0,0,0.2)” background_mask_color=”#ffffff” image_icon_width_tablet=”101px” box_shadow_horizontal_image_tablet=”0px” 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For You<\/h2>\n

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Make sure you see the key financial data for this year to be on the right track.<\/p>\n

[\/et_pb_text][et_pb_image _builder_version=”4.24.2″ src=”https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/wp-content\/uploads\/sites\/142\/2023\/11\/KFD-2023.png” background_pattern_color=”rgba(0,0,0,0.2)” background_mask_color=”#ffffff” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ align=”center” custom_padding=”20px||20px|” url=”\/wp-content\/uploads\/sites\/142\/2023\/01\/Linea-Tax-Facts-2023.pdf” url_new_window=”on” width=”320px” module_alignment=”center” \/][et_pb_button _builder_version=”4.23″ button_text=”Key Financial Data” button_url=”\/wp-content\/uploads\/sites\/142\/2023\/01\/Linea-Tax-Facts-2023.pdf” button_text_shadow_horizontal_length=”button_text_shadow_style,%91object Object%93″ button_text_shadow_horizontal_length_tablet=”0px” button_text_shadow_vertical_length=”button_text_shadow_style,%91object Object%93″ button_text_shadow_vertical_length_tablet=”0px” button_text_shadow_blur_strength=”button_text_shadow_style,%91object Object%93″ button_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ module_class=”my-newsletter-btn” button_alignment=”center” url_new_window=”on” \/][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Ready for a Review?A mid-year financial review is a crucial step in ensuring you\u2019re 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 […]<\/p>\n","protected":false},"author":76,"featured_media":520,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","wds_primary_category":13,"footnotes":""},"categories":[13],"tags":[],"class_list":["post-622","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-newsletter"],"yoast_head":"\nLinea\u2019s Latest | May 2024 - Linea Private Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/lineas-latest-may-2024\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Linea\u2019s Latest | May 2024 - Linea Private Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Ready for a Review?A mid-year financial review is a crucial step in ensuring you\u2019re on track to meet your financial goals. 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