News
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TARGET DATE SET FOR DOWNTOWN RETURN
modified 8/15/2008
Due to flooding in our downtown Cedar Rapids offices, we have temporarily moved Cedar Rapids business operations to 2205 Blairs Ferry Crossing in Hiawatha. read >>
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How Are We Doing?
modified 6/05/2008
Please take three or four minutes to help us serve you better! We have a brief, six-question survey to gauge the quality of our services and seek areas in which we can improve. read >>
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Flood of 2008 Update
modified 8/15/2008
Read here for an update on our business relocation and for a list of useful phone numbers and websites for flood updates and ways for you to give or receive help. read >>
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Tuition and Textbook Credit
modified 1/22/2008
Taxpayers who have one or more dependents attending Kindergarten through 12th grade in an accredited Iowa school may take a credit for each dependent for amounts paid for tuition and textbooks. read >>
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Disability Can Wreck Finances
modified 2/27/2008
A disabling illness or injury can destroy a family's finances and is the most common reason cited for both bankruptcy and home foreclosure...and the rate of disability is soaring. read >>
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Financial Dictionary
modified 1/22/2008
We have provided some key investment and financial definitions aimed to help you navigate around our website as well as the financial world. read >>
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Time Is Money – Get Moving!
modified 5/13/2008
An Individual Retirement Account (IRA) is one of the best available planning tools for your fiscal future. It gives you the opportunity to save for retirement, while receiving special tax privileges. Learn more about the benefits... read >>
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Understanding Market Volatility
modified 5/29/2008
Understandably, some investors have been shaken by recent stock market volatility. But they would be well served to ignore the temptation to wait to invest or pull out of long-term investments. Read on to see why. read >>
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Fear Factor
modified 5/02/2008
We all worry about money. Problem is, we're scared of the wrong things. read >>
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Errors in Economic Stimulus Payments
modified 6/25/2008
Some citizens have been finding errors in the calculations of their recently received economic stimulus payment. Read on to find out what you can do if you feel your payment has been miscalculated... read >>
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2008 Maximum Adjustments
modified 11/28/2007
The Internal Revenue Service has announced the 2008 maximum adjustments applicable to dollar limitations on benefits from and contributions to qualified retirement plans. read >>
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Is the New Roth 401(k) or 403(b) Right For You?
modified 6/16/2008
Employers are slowly shifting more responsibility for retirement savings onto you, the employee. This means you must educate yourself by exploring your retirement savings options, weighing the benefits and drawbacks. read >>
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Retiring in a Bear Market
modified 7/15/2008
With record numbers of baby boomers reaching retirement age, an important question on many people’s minds is how the bear market may negatively affect their plans. read >>
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2008 Economic Stimulus Act Facts
modified 5/01/2008
The recently passed Economic Stimulus Act of 2008 is designed to jump-start the U.S. economy by getting more than $100 billion in one-time rebates into taxpayer’s hands. read >>
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Economic Stimulus Payment Schedule
modified 5/08/2008
See the stimulus payment schedule for tax returns received and processed by April 15, 2008. This outlines what date you can expect to receive your disbursement depending on the method of payment. read >>
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Identity Fraud
modified 8/15/2008
Last year alone, 9.9 million Americans were victims of identity theft. Read on for information on how to protect yourself and what to do if you are a victim... read >>
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FAQ About New Medicare Part B Rules
modified 2/27/2008
The Medicare Modernization Act of 2003 changed how Part B premiums are calculated for some higher income beneficiaries. Read on to see if these new rules will affect you. read >>
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Television Ad
modified 5/08/2008
View our television ad, aired during the KCRG Sunday night news at 10:00. read >>
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Make-A-Wish Week at TLD & WT
modified 2/27/2008
Terry, Lockridge & Dunn and World Trend Financial employees raise nearly $1,500 for the Make-A-Wish Foundation of Iowa while having some fun at work. read >>
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Make a Meal, Make a Difference
modified 2/27/2008
Employees of Terry, Lockridge & Dunn and World Trend Financial prepare a meal for guests at the Iowa City Ronald McDonald House. read >>
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TLD and WT Make Cards for Veterans
modified 2/27/2008
Terry, Lockridge & Dunn and World Trend Financial teamed up with Willowwind School in Iowa City to deliver homemade holiday cards to veterans in the Iowa City VA Hospital. read >>
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Building Green Piques Interest
modified 2/27/2008
Several new Iowa projects incorporate environmentally friendly principles. Construction is scheduled to start soon on a green building that will be the new offices for Terry, Lockridge and Dunn and World Trend Financial. read >>
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