News


       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 >>

       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 >>

       Planning Tip: Income Limit Removed for Converting
modified 11/06/2009

The Tax Increase Prevention and Reconciliation Act, signed into law on May 17, 2006, eliminates the $100,000 adjusted gross income ceiling for converting a traditional IRA into a Roth IRA.  read >>

       Understanding Social Security
modified 7/01/2009

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 >>

       Proper Planning Prevents Poor Performance...
modified 11/06/2009

We've all heard this saying, but just how true is it? read >>

       Future Financial Planning
modified 11/10/2009

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 >>

       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 >>

       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 >>

       Roth IRA Conversions
modified 3/09/2010

Regardless of income in 2010, taxpayers can convert traditional IRA accounts to Roth IRA accounts.  read >>

       Time Value of Money
modified 3/04/2010

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 >>

       Request Tim Terry for Public Speaking Events
modified 2/08/2010

Tim Terry, founder of Terry, Lockridge & Dunn and World Trend Financial. read >>

       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 >>

       Be ready for Roth IRA changes in 2010
modified 12/22/2009

If you've never qualified for a Roth IRA before, your opportunity is coming next year. read >>

       Fall 2008 Financial Newsletter
modified 1/28/2009

Read about how to get down to business. read >>

       TIAA-CREF Announcement
modified 6/11/2009

The TIAA-CREF world has changed. read >>

       Corridor Business Journal Industry Leaders
modified 12/22/2009

The Corridor Business Journal recently announced industry leaders in which Terry, Lockridge & Dunn and World Trend Financial were named. Thank you to our wonderful clients! read >>

       Stock Market Volatility
modified 1/28/2009

Worst Sell-Offs Often Followed by Rallies read >>

       New Limit for Iowa 529 Plans
modified 1/28/2009

There has been a change in how much you are able to deduct on contributions made to your 529 Plans.  read >>

       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 >>

       Great Time for a New Beginning
modified 12/22/2009

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 >>

       Real Tips and Financial Update
modified 6/12/2009

Read the latest tips and updates from the market as well as from your advisors. read >>

       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 >>

       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 >>

       A Note from the President: Volatile Markets
modified 1/28/2009

It is during periods like these that it is important to revert back to what we believe the two pillars of long-term investment success: asset allocation and time horizon. read >>

       I’m Sorry, I Don’t Speak Finance!
modified 6/16/2008

Understanding Today’s Relevant Financial Terms, from a recession to bear and bull markets. read >>

       The IRA Charitable Rollover Passed
modified 7/01/2009

Congress extended this excellent charitable planning opportunity for both 2008 and 2009. read >>

       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 >>

       A Note from Tim Terry: Free Falling Markets
modified 8/06/2009

As we watch U.S. and global markets free fall, it provides an excellent opportunity to consider the impact of uncertainty on investors. In effect, we have seen a perfect storm. read >>

       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 >>

       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 >>

       Fear Factor
modified 5/02/2008

We all worry about money. Problem is, we're scared of the wrong things. read >>

       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 >>

       Market Q & A with the World Trend Advisors
modified 7/01/2009

With the markets in such fluctuations, we have been hearing a number of questions regarding this economic downturn... read >>

       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 >>

       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 >>

       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 >>

       NEW SERVICE: Medicare Need Analysis & Plans
modified 2/27/2008

When an individual becomes eligible for Medicare, it can often mean confusion and frustration, but it need not be that way. We can help! read >>

       Update: New Flood Relief Info for Businesses
modified 1/28/2009

Updated information and deadline extensions for businesses affected by the flood. read >>

       World Trend Named in Top 15 Fastest Growing Firms
modified 9/15/2008

Corridor Business Journal honors World Trend for having high growth rates over the past few years. read >>

       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 >>

       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 >>

       ATTN: Flood Recovery Information for Business
modified 1/28/2009

Important SBA deadlines and information for tracking losses and getting your business, and employees, up and running again. read >>

       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 >>

       IRS Increases Mileage Rates through Dec. 31, 2008
modified 1/28/2009

The Internal Revenue Service today announced an increase in the optional standard mileage rates for the final six months of 2008. read >>

       Spring 2008 Financial Newsletter
modified 1/28/2009

Read about our recent survey results and how we can help save you money this summer... read >>

       TLD & WT Make May Day Bright for Kids at U of I
modified 1/28/2009

“I think it is important to give back to the community; a few dollars from each of us and a little bit of our time can go a long way,”... read >>

       Lucrative Partnership
modified 1/28/2009

Corridor firms’ growth linked to working together with a focus on the client.  read >>

       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 >>

       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 >>

       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 >>

       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 >>

       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 >>

       Our New Iowa City Building
modified 1/28/2009

Designed for the Future, TLD and WT Reveal New Building Plans  read >>

       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 >>