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From WBRZ 2 January 15, 2016


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….

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From WBRZ 2 January 2016


Retirement Accounts Jerry Linebaugh Tells WBRZ TV Viewers To Consider Insuring At Least Part Of Their Retirement Accounts.

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From WBRZ 2 December 30, 2015


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…

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From WBRZ 2 August 2015


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.

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From WBRZ 2 August 2015


Back To School Jerry offers perspective on navigating back to school spending.

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From GoBankingRates.com August 2015


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,…

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From Senior Outlook March 2015


A Healthful Guide to Planning for Medical Expenses 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, especially as we age….

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From ThinkAdvisor February 2015


Will Average Retirement Age Increase? While the trend seems to encompass a variety of demographics, people’s reasons for working longer may vary. “The majority of people who have to work longer are blue collar, lower and middle class” said Jerry Linebaugh of the Linebaugh Group. “This group isn’t saving anywhere near enough, and nobody’s talking…

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From USA Today Newspaper February 2015


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 Spring, 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…

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