News Archive



22 Items Found

       Open Enrollment Period for Medicare Advantage Plan
modified 3/31/2008

It is not too late to join or switch Medicare Advantage Plans. Find out more about this open enrollment period. read >>

       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 >>

       2007 Third Quarter Market Summary
modified 2/27/2008

A broad mix of factors affected the U.S. financial markets in the third quarter of 2007. read >>

       CAREER OPPORTUNITY: Exec Asst / Office Coordinator
modified 6/17/2008

A rewarding opportunity with the Corridor's Money Managment Leaders. Read on to see why this is a real opportunity for you! read >>

       Real Women. Real Finances. Real Fun.
modified 2/27/2008

You are invited to participate in our free seminar series for women about finances.  read >>

       Office Holiday Hours
modified 2/27/2008

See our office holiday hours for 2007. read >>

       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 >>

       TLD & WT 2007 Company News
modified 2/27/2008

From buildings to new additions, we have had a lot going on throughout the year. See what we have been up to in 2007! read >>

       Winter 2008 Financial Newsletter
modified 6/17/2008

Read our real tips for the upcoming tax season and for changes in IRA rules. read >>

       Fall 2007 Financial Newsletter
modified 6/17/2008

Read our real tips and advice for you as we approach the end of 2007. read >>

       2007 Tax Letter
modified 4/02/2008

Dear Survivor of Reality TV... read >>

       2006 Tax Letter
modified 4/02/2008

Dear Survivor of (choose from the following tax bills passed in the 109th Congress... read >>

       2005 Tax Letter
modified 4/02/2008

Dear Survivors of an incredible number of attempts at reforming the tax code... read >>

       2004 Tax Letter
modified 4/02/2008

Dear Survivor of Even More Tax Reform... read >>

       2002 Tax Letter
modified 4/02/2008

Dear Survivor of Weapons of Mass Destruction... read >>

       2003 Tax Letter
modified 4/02/2008

Dear Survivor of Wars, Stock Market Vertigo and JGTRRA... read >>

       2001 Tax Letter
modified 4/02/2008

Dear Fellow Patriot... read >>

       2000 Tax Letter
modified 4/02/2008

Dear Survivor of Dimpled Ballots, Dangling Chads and Suspended Election Results... read >>

       1999 Tax Letter
modified 4/02/2008

Dear Survivor of .com Mania... read >>

       1998 Tax Letter
modified 4/02/2008

Dear Survivor of "Monicagate"... read >>

       1997 Tax Letter
modified 4/02/2008

Dear Survivor of El Nino... read >>

       1996 Tax Letter
modified 4/02/2008

Dear Survivor of Election Promises... read >>