News Archive
34 Items Found
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How Are We Doing?
modified 9/10/2008
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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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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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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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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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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Errors in Economic Stimulus Payments
modified 9/03/2008
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 Economic Stimulus Act Facts
modified 9/03/2008
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 9/03/2008
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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Year-End Financial Planning: A Checklist
modified 2/27/2008
The end of the year is a time for assessments, renewal and resolutions. This process includes reviewing your financial situation to make sure you are achieving your goals. read >>
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Television Ad
modified 1/28/2009
View our television ad, aired during the KCRG Sunday night news at 10:00. 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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TLD & WT 2008 Company News
modified 1/22/2009
From buildings to new additions, we have had a lot going on throughout the year. See what we have been up to in 2008! 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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2006 Tax Letter
modified 4/02/2008
Dear Survivor of (choose from the following tax bills passed in the 109th Congress... read >>
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2005 Tax Letter
modified 4/02/2008
Dear Survivors of an incredible number of attempts at reforming the tax code... read >>
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2000 Tax Letter
modified 4/02/2008
Dear Survivor of Dimpled Ballots, Dangling Chads and Suspended Election Results... read >>
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