News Archive
48 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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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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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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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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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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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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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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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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