Is a Roth Conversion Right for You?
Dec 01, 2022You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?
Relationships That Last
Real relationships. You decide. World Trend Financial is a registered investment advisory firm. What does that mean for you? It means you have a fiduciary in your corner.
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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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A Financial Advisor’s Role in Tax Planning
Dec 01, 2022The next “tax season” will arrive before you know it. While the first person who comes to mind is probably your accountant or tax preparer, don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios all year long.
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What You Need to Know Before Gifting Money to Family
Dec 01, 2022The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.
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Beware of These Four Traps as You Approach Retirement
Dec 01, 2022After years of full-time employment, it’s easy to get used to receiving a regular salary and benefits. As you prepare to retire, review these common traps so you can increase your chances of avoiding them.
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Retire Early and Thrive!
September 2020 Webcast Recording
Broker Check
World Trend Financial offers investment advisory services.
Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064.
Member FINRA/SIPC.
World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated.
