Relationships That Last
Real relationships. You decide. World Trend Financial is both a registered investment advisory firm and an independent broker-dealer. What does that mean for you? It means you choose a relationship that makes you most comfortable.
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What Stage Are You?
As you move through your adult years, different areas take priority along the journey. At World Trend Financial, we tailor our services to what is important for the stage you are currently in, with an eye towards your future. What stage are you in today?
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Recent News
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Medicare Enrollment Basics
Jun 01, 2018| by adminGiven the escalating costs of health insurance, Medicare has become an increasingly important component of a retirement plan. This article reviews the four "parts" offered through Medicare and private insurance carriers.
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The Finances of Divorce – Educating Clients: Seminar for Family Law Attorneys
Jun 01, 2018| by adminIf you are a family law attorney, please join Mike Mesch, CPA/ABV, ASA, CFF, Partner at Terry Lockridge & Dunn, from 2:00 – 4:00 on Thursday, June 21st, in our Cedar Rapids office, to delve into a matter that is extremely important to your clients – their financial well-being after a divorce.
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Protect Yourself in a Divorce Settlement
May 01, 2018| by adminThere are a lot of emotions swirling around during divorce proceedings. We can help you protect yourself from financial missteps.
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Health Savings Account Limits for 2018 - IRS Changes Mind Again
May 01, 2018| by adminInflation-adjusted limits for deductible contributions to health savings accounts for 2018 were recently announced. This was a result of the mandated new calculations of various inflation-adjusted amounts in the Tax Cut and Jobs Act.
