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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Congrats to Our College Graduates!
May 01, 2018| by adminMay is the season for college graduates. Here are our new college graduates and where they are headed.
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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.
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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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5 Tips to Win the Battle Against Retirement Health Care Costs
Apr 02, 2018| by adminWhen you think about how much money you will need in retirement, you may consider your living costs, travel expenses and hobbies you would like to enjoy. But you may be overlooking one of the largest costs for most retirees: health care.
