View articles and TV appearances in which Jerry Linebaugh is quoted in or seen on.
Four things you should know about protecting your kids credit Tip #5:Here’s a number for you: 1 million. That’s how many children were victims of identity fraud in 2017, according to data from Javelin Strategy & Research. Sixty percent of those affected know the person who stole the child’s identity, which resulted in $2.6 billion…
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How to Prevent Child Identity Theft By Freezing Your Child’s Credit Identity theft is a constant threat these days. With the number of major data breaches that have occurred in the past few years, such as the unprecedented Equifax breach in 2017, you’ve probably experienced some form of financial fraud by now. You might keep a close eye on…
Don’t wait until it’s too late: 5 expert tips for getting your finances in order before natural disaster strikes. Tip #5:Regularly review your insurance policies to ensure the coverage meets your needs It’s important to make sure your insurance policies cover exactly what you think they are going to cover, according to Linebaugh. “The most…
How we saved for our $20,000 retirement dream vacation Some consider retirement to be synonymous with relaxation, but Shirley Frye and her husband, Dan, had something more adventurous in mind. In 2015, the Fryes embarked on a 5½-month, 8,300-mile bicycle trek across South America. “We were both serious runners and hikers, and then, as the…
6 Myths About Credit Freezes A credit freeze won’t stop someone from running up a balance on an existing credit card or draining a bank account or filing a fake tax return in your name. For the latter, the best defense is to file your 2017 tax forms as soon as possible. For everything else,…
This Is How I Protected My Money While Living Through Epic Hurricanes Since Hurricane Irma hit land on the Caribbean isle of the now mostly uninhabitable Barbuda on September 6, damage in the storm’s wake has been historically extensive. In fact, the storm has been so huge that the blows it’s been delivering to the…
HHow to Choose Between a 401(k) and an IRA Though it can take some extra effort to get a full accounting from an employer or 401(k) administrator, the results may be startling, says Jerry Linebaugh, founder of JLine Financial in Louisiana. A new federal law that went into effect in September made it free for…
7 Rollover Tips for Those with Money Still in Former Employer 401k Plans The bottom-line is that there is no cookie cutter solution that satisfies all. Jerry Linebaugh, owner of JLine Financial in Louisiana, says, “Let’s look at the whole picture – age, employment, lifestyle needs, investable assets, emergency assets, plan and admin costs where…
Market Fluctuations ANNOUNCER: Now WBRZ News 2 at 4:00. ANCHOR BRITTANY WEISS: Good afternoon. I’m Brittany Weiss. ANCHOR: Now more about the stock market. It’s none too pretty for 2016. And for some more perspective on what it means, here is financial expert Jerry Linebaugh. So welcome back, Jerry. You were stuck in that traffic….
Financial Promises for the New Year ANNOUNCER: Now WBRZ News 2 at 4:00. ANCHOR BRITTANY WEISS: Next on News 2 at 4:00, taking care of those fi nancial promises in the new year. Finance expert Jerry Linebaugh has some helpful tips for you. ANNOUNCER: You’re watching WBRZ News 2 at 4:00. ANCHOR: Welcome back to…
Stock Market Crisis Stock markets in the U.S. and abroad began failing in August. Jerry was asked to speak about the crisis, to offer perspective and to advise listeners what they should be thinking about. Note: These are the opinions of Jerry Linebaugh and the authors and not necessarily those of the Foundations Investment Advisors, are…
Retirement Planning: How Do I Reach My Retirement Goal? For many people with 401(k)s or IRAs, knowing how much risk you can take on means making adjustments to your investments over time. Investors with target-date funds — which automatically re-balance — might be shouldering more risk than is appropriate for their age, said Jerry Linebaugh,…
A Healthful Guide to Planning for Medical Expenses by Jerry Linebaugh II I’m an estate planning educator (not “estate planner”). I help plan lives, mostly focusing on finances in retirement. But my team and I use a holistic approach, looking at everything so clients can live how they want. Undoubtedly, finances and health are inter-linked,…
There are many reasons entrepreneurs aren’t saving. “Record numbers are not saving any money or not saving enough,” says Jerry Linebaugh, CEO of the Linebaugh Group in Denham Springs, LA. “I am a small-business owner myself. I have been since I was 16. Capital is the lifeblood of any business, and small businesses (many of…
