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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Avoid These Retirement Planning Mistakes
Apr 02, 2018| by adminRetirement can creep up on you. One day you are climbing the corporate ladder or building a client base for your business. Next thing you know, you are in your 50's or 60's. Before you take that gold watch at your farewell party, make sure you are avoiding these retirement planning mistakes.
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Financial Calculators Available on Our Website
Apr 02, 2018| by adminThe World Trend Financial website has more than a dozen financial calculators for you to use.
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Traditional IRA vs. Roth IRA - What are the Differences?
Apr 02, 2018| by adminMost people know that the traditional IRA is a pre-tax investment, while the Roth IRA is funded with after tax dollars. Barry Frantz, EA discusses some of the factors to consider when evaluating the traditional IRA against the Roth IRA in this video.
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3 Reasons to Consider a Living Trust
Apr 02, 2018| by adminEveryone should have legal instructions to leave behind in the event of their death. For most people that means having a will, but some people should consider having a living trust.
