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What changed after the first filing season under the Big Beautiful Bill?In this week’s Financial Quarterback segment, Ji...
05/20/2026

What changed after the first filing season under the Big Beautiful Bill?

In this week’s Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and LFG Tax Director Mark Sipos discuss several key tax planning opportunities now available to taxpayers, including the higher SALT deduction, expanded catch-up contributions, and new deductions for retirees.

The conversation also highlights an important distinction: filing taxes is not the same as proactive tax planning.

Watch the full segment to learn how these changes may impact retirement, investment, and long-term planning decisions.

Visit Lineweaver.net to learn more.

What should high-income families, retirees, and business owners be ...

If you're business owner looking to increase retirement savings while reducing current taxes, a cash balance plan may be...
05/04/2026

If you're business owner looking to increase retirement savings while reducing current taxes, a cash balance plan may be worth a closer look.

In this episode of Financial Quarterback, Jim Lineweaver, CFP®, AIF® is joined by Mike Ziccardi, Executive VP with CBIZ to explain how cash balance plans work and why they are often used by high-income professionals and established business owners.

How Business Owners Use Cash Balance Plans to Save More

We’re honored to spotlight the work of the Ben Curtis Family Foundation and share a few thoughtful ways families can sup...
04/16/2026

We’re honored to spotlight the work of the Ben Curtis Family Foundation and share a few thoughtful ways families can support causes they care about in a tax-efficient way.

From food insecurity to strategic charitable giving, this was a meaningful conversation about making an impact close to home.

Special thanks to Ben for joining us on New Day Cleveland. To learn more about the foundation's work serving thousands of kids across Northeast Ohio, visit the Ben Curtis Family Foundation

Ben Curtis on Giving Back and Smart Charitable Strategies

If you’re giving to charity the same way you always have, 2026 may be a year to reconsider your approach.We recently sat...
04/07/2026

If you’re giving to charity the same way you always have, 2026 may be a year to reconsider your approach.

We recently sat down with Stacey McKinely of the Cleveland Clinic to discuss how new tax law changes are reshaping charitable planning for high-income families, executives, and business owners.

In this short video, we cover:

• Why charitable giving is now more timing-sensitive
• How deduction changes may impact your strategy
• When tools like Donor-Advised Funds and Qualified Charitable Distributions may be more effective

The key idea is simple: Giving decisions should not happen in isolation. They should be coordinated with income, taxes, and your broader financial plan.

Watch the video for a clear breakdown of what is changing and how thoughtful planning can make a meaningful difference.

To explore how this fits into your overall strategy, visit lineweaver.net.

The rules around charitable giving have changed, and many families have not adjusted their strategy yet.In this conversation, Jim Lineweaver, CFP®, AIF® and ...

The Northeast Ohio housing market is starting to shift, but not in the way most headlines suggest.Inventory is rising. M...
03/31/2026

The Northeast Ohio housing market is starting to shift, but not in the way most headlines suggest.

Inventory is rising. Mortgage rates are stabilizing. And for the first time in years, buyers may see more room to negotiate.

But here’s what often gets missed:

A housing decision is not just about price or timing. It affects your cash flow, tax picture, investment strategy, and long-term plan.

In our latest Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® sits down with Realtor Justin Weseloh to break down what buyers and sellers should actually be paying attention to in 2026.

If you’re thinking about moving this year, the better question is not “Is this the perfect market?” It's, “How does this decision fit into the bigger picture?”

Watch the full discussion and explore how these decisions should be coordinated at lineweaver.net.

In this episode of The Financial Quarterback, Jim Lineweaver, CFP®, AIF® is joined by Realtor Justin Weseloh of Keller Williams to discuss what is actually h...

Most people treat charitable giving as a year-end choice. But for those with greater wealth, that approach misses many o...
03/27/2026

Most people treat charitable giving as a year-end choice. But for those with greater wealth, that approach misses many opportunities.

Charitable giving is more than just generosity; it's a strategic decision that impacts taxes, portfolio arrangement, and long-term results.

When done intentionally, it can:
• Reduce income taxes
• Eliminate capital gains exposure
• Improve portfolio efficiency
• Support estate planning goals

Yet many high-income families still opt to write checks, which is often the least efficient method.

More strategic methods, such as donating appreciated assets, bunching contributions, or using donor-advised funds, enable you to separate the tax decision from the giving decision. That flexibility is especially important in years with higher income or liquidity events.

The main point is this: As financial complexity increases, charitable giving should be part of the plan. It should be integrated into it. Because the goal is not just to give more. It is to give with greater intention, alignment, and efficiency.

If you're considering how your charitable plan fits into your overall financial picture, this is worth a closer look.

You can read more here: https://www.lineweaver.net/charitable-giving-strategies-how-to-give-more-and-reduce-taxes

For many successful families, charitable giving is not just about generosity. It’s about making a meaningful impact in a thoughtful, intentional way. Often overlooked is how the structure of those gifts affects both the charity's outcome and the donor’s overall tax picture.

A meaningful planning opportunity just expanded for many families.In 2026, ABLE account eligibility increases, allowing ...
03/24/2026

A meaningful planning opportunity just expanded for many families.

In 2026, ABLE account eligibility increases, allowing individuals with disabilities that began before age 46, not 26, to qualify.

These accounts offer:

• Tax-free growth
• Tax-free withdrawals for qualified expenses
• Protection of benefits like SSI and Medicaid

But the real value comes from how they’re used.

In many cases, ABLE accounts work best alongside a Special Needs Trust, combining flexibility for day-to-day expenses with long-term structure and oversight.

In our latest Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and estate planning attorney Jennifer Peck explain how these strategies fit together.

If your family could be impacted, now is a good time to revisit your plan.

In 2026, important changes to ABLE accounts are expanding access for families planning for a loved one with a disability.In this conversation, Jim Lineweaver...

Continuing our tour with Fox, Chief Financial Advisor Jim Lineweaver, CFP®, AIF®, joined Fox New Day to help unpack what...
03/17/2026

Continuing our tour with Fox, Chief Financial Advisor Jim Lineweaver, CFP®, AIF®, joined Fox New Day to help unpack what the Iran conflict could mean for oil, markets, inflation, and investor portfolios.

In this latest segment, Jim shares his perspective on how geopolitical tension can affect investor sentiment and why disciplined, long-term planning remains essential when uncertainty rises.

Watch now for timely insight:

What does the Iran conflict mean for investors, market volatility, oil prices, and inflation?In this interview, Founder and Chief Financial Advisor Jim Linew...

When major world events create market uncertainty, Fox 8 Cleveland turns to Lineweaver Wealth Advisors and founder Jim L...
03/10/2026

When major world events create market uncertainty, Fox 8 Cleveland turns to Lineweaver Wealth Advisors and founder Jim Lineweaver, CFP®, AIF®, for perspective.

In this latest segment, Jim shares what the Iran conflict could mean for investors, including the potential impact on oil prices, inflation, and market volatility — and why long-term discipline matters more than reacting to headlines.

Watch now for timely insight on staying grounded when uncertainty rises.

What does the Iran conflict mean for investors, market volatility, oil prices, and inflation?In this interview, Founder and Chief Financial Advisor Jim Linew...

Crossing $1 billion in assets under management is a meaningful milestone. But for us, it’s about more than a number.It r...
03/04/2026

Crossing $1 billion in assets under management is a meaningful milestone. But for us, it’s about more than a number.

It represents decades of trust, long-term relationships, and consistent, thoughtful planning for the families and executives we serve.

In this segment of The Financial Quarterback, our founder Jim Lineweaver shares what’s driven that growth and why personalized advice, real conversations, and coordinated planning still matter.

If you’re looking for clarity, a second opinion, or a partner to help quarterback your financial life, we’re here to help.

Watch the segment here: https://youtu.be/dTB2M7dX0xA

Special thank you to Fox 8 Cleveland's own David Moss for guest-hosting and for all his support!

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Reaching $1 billion in assets under management isn’t about a number — it’s about trust.In this episode of The Financial Quarterback, Jim Lineweaver reflects ...

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