News
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2009 Maximum Adjustments
modified 1/28/2009
The Internal Revenue Service has announced the 2009 maximum adjustments applicable to dollar limitations on benefits from and contributions to qualified retirement plans. read >>
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What to do if you find yourself unemployed
modified 11/06/2009
The news is filled with unemployment statistics, and numbers continue to rise. With almost every sector experiencing a downturn, layoffs are across the board. So how do you prepare for a potential layoff?
read >>
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Financial Services Sales
modified 11/06/2009
World Trend Financial is seeking a self-driven and highly motivated individual with strong interpersonal skills to work as a Financial Services Sales Representative. read >>
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TIAA-CREF Seminar
modified 12/22/2009
We cordially invite you to attend an exclusive seminar hosted by
World Trend Financial and Terry, Lockridge & Dunn.
read >>
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Recent Homebuyer Information
modified 7/01/2009
This timely information is important for recent homebuyers to be aware of. Please read these tips to take full advantage of these money-saving opportunities. read >>
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Benjamin Franklin Receives A Makeover
modified 7/08/2010
On April 21st the U.S. Treasury Department, the Board of Governors of the Federal Reserve System and the United States Secret Service presented a newly designed $100 bill. read >>
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Tory Meiborg on KXIC AM-800
modified 7/28/2010
World Trend Financial has teamed up with KXIC AM-800 to host a weekly "Expert Hour" covering the latest in investment and financial planning. read >>
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Titling and Beneficiary Review
modified 7/28/2010
It is important to review your beneficiaries and titling of your assets to ensure that your estate is distributed according to your wishes. read >>
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Allocating your 401(k)
modified 7/01/2009
With the majority of retirement savings in 401(k)'s, it is amazing that people spend less time allocating their 401(k) than they do planning their next vacation. read >>
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Maximizing Your Tax Refund
modified 7/08/2010
First of all, remember that a tax refund is not a gift. It's an interest-free loan that you gave to Uncle Sam, and now he's paying you back. With that in mind, consider the options below to maximize the use of your tax refund. read >>
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Understanding Market Volatility
modified 10/14/2009
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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Retiring in a Bear Market
modified 1/28/2009
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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Roth IRA Conversions
modified 5/14/2010
Regardless of income in 2010, taxpayers can convert traditional IRA accounts to Roth IRA accounts. read >>
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Seller Beware!
modified 7/01/2009
Throughout these difficult months, the most common question asked has been: “Should I move my assets out of equities and into cash?” Our answer has been, and will continue to be, NO. Consider the following...
read >>
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Health Care Reform Bills
modified 5/07/2010
The much debated Patient Protection and Affordable Care Act and Health Care and Education Affordability Reconciliation Bills have attracted much attention. Here is a brief overview of some key points of the legislation: read >>
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How To Save For A Desirable Retirement
modified 7/08/2010
Are you saving enough for a desirable retirement? If this is a question on your mind, you are not alone. In fact, few Americans know how much money they will need to save for retirement. read >>
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Roth IRA's for Kids: Never Too Early
modified 7/28/2010
Summer is here and many of your children will land part-time or full-time work while school is out of session. This provides you the opportunity to "jumpstart" their retirement savings. read >>
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Time Value of Money
modified 5/14/2010
Many understand the time value of money in that $1000 dollars today will not buy the same amount that $1000 dollars will buy in five years. read >>
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Good Record Keeping Tips
modified 7/30/2010
Another tax season has come and gone and we’re left with another year of tax forms and boxes full of receipts. What should you keep and what should you throw away? 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 Social Security
modified 5/14/2010
Currently millions of baby boomers are getting ready to start collecting Social Security benefits. Not everyone understands how Social Security benefits are calculated or what benefits are offered. It is important that you understand... read >>
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Future Financial Planning
modified 5/14/2010
If something were to happen to you today could your family or dependants, pay for your funeral, organize the financial affairs, service pre-existing debt and continue their current standard of living without you? 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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Disability Can Wreck Finances
modified 1/28/2009
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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New Tax Credit for First Time Homebuyers
modified 4/27/2009
The Housing Assistance Act of 2008 may allow taxpayers who have not owned a home in the last three years to qualify for a refundable income tax credit up to $7,500. Read on to see if you qualify... 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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Great Time for a New Beginning
modified 7/08/2010
Financial planning is one of the most important things that you can do for their future. There are a few rules that you should follow to reach your goals and stay on track. read >>
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We're Back!
modified 1/28/2009
Due to flooding in Cedar Rapids offices, we were temporarily relocated to Hiawatha. As of late August, we have officially moved back to our downtown offices. read >>
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Flood of 2008 Update
modified 1/28/2009
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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Identity Fraud
modified 9/03/2008
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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Adviser: Get Out of Index Investing
modified 9/10/2008
This article from Yahoo! Finance comes from an interview with J. Michael Martin, President and CIO of Financial Advantage. Read here to see what his thoughts are regarding the future of investing... read >>
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Make a Meal, Make a Difference
modified 1/28/2009
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 1/28/2009
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 1/28/2009
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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Make-A-Wish Week at TLD & WT
modified 1/28/2009
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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FAQ About New Medicare Part B Rules
modified 7/01/2009
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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Tuition and Textbook Credit
modified 1/28/2009
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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