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Reflections on 35 Years as a Financial Advisor
February 01, 2012
Founder Tim Terry reflects on 35 years as a Financial and Tax Advisor and points out common tax, investment, and financial mistakes.
"Businesses of the Week" at Hills Bank
February 01, 2012
Terry Lockridge & Dunn and World Trend Financial were chosen as Hills Bank's "Businesses of the Week" for the week of January 23-27.
FREE Parking for Client Meetings
February 01, 2012
We are now able to provide FREE PARKING for clients coming downtown to meet with us! We have set up a process which will allow us to pay for parking by computer for clients coming in for appointments.
Saving for Retirement: A Serious Issue for Women in Particular
February 01, 2012
Studies show that women often lag behind men when it comes to saving for retirement. That's especially troubling when you consider that, on average, women outlive men by three to seven years.
Suspicious E-mails Typically Rise During Tax Season
January 24, 2012
As tax season swings into gear, it is a good time to be reminded of common internet scams that target taxpayers.
Questions to Ask Your Financial Advisor for 2012
January 17, 2012
Questions to ask your financial advisor for 2012.
Firms Adopt-a-Family for the Holiday Season!
January 03, 2012
Employees of Terry Lockridge & Dunn and World Trend Financial worked with HACAP to “Adopt-a-Family” again this holiday season. This program assisted over 450 families in need in our area, helping make their holidays a bit brighter.
Which Financial Documents Need To Be Kept?
December 06, 2011
This time of year our offices receive several questions regarding which financial documents need to be kept and which can be thrown away.
Finance: Transparency, Accountability Still to be Valued
November 28, 2011
I decided it would be a good idea to visit Wall Street. I wanted to see firsthand what the hullabaloo was about.
Don't Base Investments on Short-term Emotions
November 23, 2011
As investors search for answers in this challenging environment, I believe it is more important than ever to adhere to the basics.
Time to Review Your Investment Plan
November 02, 2011
As 2011 begins to wind down, there are a variety of investment decisions you should be thinking about.
Tips for Parents Saving or Paying for College
September 30, 2011
As the cost of higher education continues to climb it is important for parents to use every resource available to ease the burden. It is never too late to begin planning for your child’s education.
Is a "Solo 401(k) Plan" Right For You?
September 30, 2011
Most limits for retirement plans haven’t changed in 2011; they’re exactly the same as last year. But some small business owners can take matters into their own hands with a solo 401(k).
Finance: Playing devil's advocate with your investment strategy
September 29, 2011
Whether you are managing a business or an investment portfolio, your ability to challenge your best thoughts and ideas is critical to your success.
Firms Announce Downtown CR Office Expansion
September 23, 2011
As a result of continued business growth, Terry Lockridge & Dunn and World Trend Financial have leased additional office space in the Dows Building, 210 Second Street SE, in downtown Cedar Rapids.
Maxwell Meiborg Foundation/Make-A-Wish Week
September 02, 2011
Terry Lockridge & Dunn and World Trend Financial dedicate a week each year to the Maxwell Meiborg Foundation and employees are encouraged to donate in some fun ways!
Mike Mesch, CPA/ABV, ASA, CFF
August 26, 2011
Congratulations to Michael Mesch for earning the Accredited Senior Appraiser (ASA) status with the American Society of Appraisers.
What If I Run Out Of Money?
August 03, 2011
After spending the last thirty-four years working with clients either planning for retirement or in the “golden years”, I am very sensitive to the anxiety experienced by someone who faces the prospect of living off their savings.
Iowa Sales Tax Holiday Offers Savings for Consumers!
August 03, 2011
The Iowa Department of Revenue is holding the 12th Annual Iowa Sales Tax Holiday on Friday, August 5th & Saturday, August 6th, 2011.
Debt Ceilings and the Wealth of Nations
July 28, 2011
As serious investors, the spectacle of our government’s inability to resolve critical budget issues should be sobering.
529 Plans
June 29, 2011
Helping your child, grandchild or other loved ones save for college is an important commitment.
The Bet You Have To Lose To Win
June 24, 2011
I remember the moment like yesterday. It was March 1980. I had just spent an hour with a young couple preparing their tax returns.
Key Person Insurance
June 06, 2011
During the course of my career I have valued hundreds of businesses. Often I am asked how valuations have changed over the last three decades.
Understanding Your Retirement Package
June 06, 2011
Consider these three factors before signing on the dotted line and finalizing your retirement benefits.
Biggest Mistakes Investors Make
April 27, 2011
If you are like me, right about now you expect to be provided a litany of "things you should have done". Fair enough, we will get to that later.
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