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Our 4 Core Beliefs of Investing

Sep 01, 2020

As a result of the economic shutdown, US stock markets fell dramatically in March. From its intraday high on February 19, 2020, the S&P 500 fell 35.6% to its intraday low on March 23, 2020. In a little over a month, the most widely followed US stock index lost over 1/3 of its value. Despite all of the ongoing problems and despite all of the headwinds facing our economy, the S&P 500 not only recovered the losses suffered, it closed with a new all-time high on August 24th. While seemingly unexplainable, we believe the recent market activity has reinforced several key beliefs. Read More
Category: Featured

Retire Early and Thrive Webcast September 9th

Aug 01, 2020

Have you contemplated retirement? Ever wonder if you are prepared to move into the next phase of your life? How will you know if you are financially ready to retire? Read More
Category: Featured

Should You Skip 2020 Required Minimum Distributions?

Jun 01, 2020

Are there situations, however, where you may want to still take a distribution from your retirement account? Here are some tips for deciding whether you should forgo an RMD or if it might be better to take one. Read More
Category: Featured

Your 529 Plan and School Refunds

Jun 01, 2020

Did you use 529 funds to pay for tuition or room and board at a college, or qualifying K-12 institution, for the 2020 Winter/Spring semester? Many of these educational facilities will be issuing partial refunds soon due to sending students off campus for online only instruction in March. Read More
Category: Featured

Navigating a Market Like No Other

Apr 02, 2020

We are here for you. We will continue to plan for your well-being, manage your portfolios, and provide you with guidance through these unprecedented times. We understand the uncertainty suddenly imposed on all communities by this coronavirus and we will continue to provide you with the highest level of service during these times. Read More
Category: Featured

​COVID-19 FINANCIAL INFORMATION SHEET UPDATED MARCH 24, 2020

Mar 25, 2020

Information and Resources for Iowa Business Owners to Navigate COVID-19 . Read More
Category: Featured

Families First Coronavirus Response Act

Mar 25, 2020

President Trump signed the Families First Coronavirus Response Act on March 18th. Read More
Category: Featured

Updates to our office procedures due to COVID-19

Mar 25, 2020

Current procedures for our offices due to COVID-19 outbreak. Read More
Category: Featured

An Important Message to Our Clients and Others Regarding COVID-19 & Our Firms’ Response

Mar 19, 2020

Terry Lockridge & Dunn and World Trend Financial are determined to do our part to stop the spread of the coronavirus (COVID-19) while ensuring that all of your financial needs continue to be met. Like so many other members of our community, we have temporarily changed the way we do business in an effort to limit exposure. We believe these steps are in the best interests of our valued clients, employees, and our community at-large. Read More
Category: Featured

How to Take Advantage of the New Retirement Rules

Mar 01, 2020

The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new legislation that will help you save more for retirement. Read More
Category: Featured

Market Volatility

Feb 28, 2020

Given the market volatility of the past week, we want to take this opportunity to provide our perspective. Read More
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5 Steps to Review Your Beneficiary Designations

Nov 01, 2019

Are your beneficiary designations up to date? Do you even know which accounts have beneficiaries and whom you have designated? It is easy to lose track. But it is important to keep them current. Here is why, plus a few steps to manage your review process. Read More
Category: Featured

Monthly Newsletters

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April 2020 Navigating a Market Like No Other, CARES Act Outlined, and More!

March 25, 2020 Updates to our office procedures due to COVID-19, Families First Coronavirus Response Act, and More!

March 2020 HSA Contributions and Medicare - What You Need to Know, Kiddie Tax Changes, How to Take Advantage of the New Retirement Rules, and More!!

February 2020 Tax Clients-It is not to late, SECURE Act Seminar Present by TLD and WT, Time for a Yearly Credit Report and More!

January 2020 Tips to improve your credit score, Qualified Plug-In Electric Vehicle Tax Credit, 2020 Tax Limits/Thresholds, and More!

December 2019 Major Employment Tax Deadlines, 4 Tax Moves to Make Before 2019 Ends, How does Social Security work, and More!

November 2019 Do you Sell Products Over the Internet?, 5 Steps to Review Your Beneficiary Designations, Avoid Timeshare Resale Fraud​, and More!

October 2019 Key Retirement Account Rules, Make A Wish, 4 Good Reasons to Outsource Bookkeeping, and More!

September 2019 New IRS Tax Withholding Estimator Available, Great Records bring you greater tax savings, and More!

August 2019 2019 Iowa Sales Tax Holiday, Funding Retirement or Child's Education, Can I Deduct my Rental Property Loss Against Earned Income, and More!

July 2019 Never Take on the IRS Alone, Natural Disasters and Other Events-How You Can Help the Victims, Rhonda Andrews Begins a New Chapter, and More!

June 2019 7 Vacation Costs That Sneak Up on You, Prime Time for Home Sales, Al Capone, Aunt Becky, Tax Fraud and You, and More!

May 2019 3 Tax Planning Tips for Summer Jobs, New Overtime Rules Proposed, Leasing Vs. Buying a Car: Knowing the Tricks Makes you a Better Decision-maker, and More!

April 2019 5 Things Every High School Senior Should Know, Have You Set up your Online Social Security Account?, Why Use Quickbooks Online, and More!

March 2019 Tips to protect yourself from tax scams, Where is my income tax refund?, Rob Myers and Donna sanders become partners, and More!

February 2019 3 new changes could alter your 2019 tax plan, Its time to create your succession plan, Tips for a faster tax refund and More!

January 2019 Tim Terry Again Named to Corridor Business Journals Most Influential List, 5th Annual Realtor and Developer Summit, Iowa Itemized Deductions for 2018 Tax Year, and more!

December 2018 December 6 Tax Seminar - Register Today, Significant Changes to Kiddie Tax By Tax Cuts & Jobs Act (TCJA), and More!

November 2018 Medicare Open Enrollment, New Tax Law Has Significant Effects on Divorce, and More!

October 2018 How Best to Celebrate Our 40th, Upcoming Tax Seminars, Is a Tax Surprise Waiting For You, and More!

September 2018 Six Tips to Manage Capital Gains Tax, Dramatic Sales Tax Changes May Be Coming, and More!

August 2018 2018 Iowa Sales Tax Holiday, Saving for College, and More!

July 2018 2018 Midyear Tax Planning Letter, Six Home Ownership Tax Benefits, and More!

June 2018 QuickBooks® Seminar, Update on the TCJA, Medicare Enrollment Basics, and More!

May 2018 Have You Revisited Your Payroll Tax Withholding? HSA Limits, Protect Yourself in a Divorce Settlement and More!

April 2018 Retirement Issue: Avoid These Retirement Planning Mistakes, 5 Tips to Win the Battle Against Retirement Health Care Costs, Financial Calculators Available and More!

March 2018 Where is My Income Tax Refund?, Taxes and Virtual Currencies What You Need to Know, 2018 Dollar Limitations on Retirement Plan Contributions, Beware: New Twist on an Old Scam and More!

Special Edition Stock Market Volatility

February 2018 New Year Tax Planning Letter Posted, Locate Lost Retirement Benefits, Avoid an IRS Audit and More!

January 2018 3 Important Facts About Splitting an IRA in a Divorce, Tax Reform in 2018, Non Spousal Inherited IRA Tax Tips, 4th Annual Realtor and Developer Seminar and More!

Special Edition 2017 Tax Reform: Last-minute Year-end Moves in Light of Tax Cuts and Jobs Act

December 2017 2017 Year-End Tax Checklist, How to Fix Your Overfunded Retirement Account, Ace the FAFSA, Tax-Loss Harvesting Tips and More!

November 2017 Market Expectations, Year-End Tax Planning Letter, QuickBooks® Online Seminar and More!

October 2017 Identity Protection, 4 Good Reasons to Outsource Bookkeeping, Are You Taking Advantage of Your 403(b)?, What is Factor Presence Nexus? And More!

September 2017 Becoming a Smarter Renter, Form I-9 Revised, Time for an Insurance Review? And More!

August 2017 Iowa Sales Tax Holiday, Rules for Home Buyers, Zombie Payers, A Marriage Penalty and More!

July 2017 Health Savings Account Limits, How Much Do You Need to Retire? Succession Planning and More!

June 2017 Planning a Summer Vacation, Summer of the Arts, 2018 HSA Limits, Tax Tips for Those Getting Married and More!

May 2017 IRS Begins Priate Debt Collection, Three Tips for Managing Your Company's Cash Flow, Charitable Contributions and more!

April 2017 Where is My Iowa Tax Refund? What is Tax Cost Basis on Investments? Should You Amend Your Tax Return? Where Does the DOL Fiduciary Rule Stand Today? And more!

March 2017 IRS Payment Agreements, A New Way to Save for Individuals with Disabilities, Account Registration of Your Assets and More!

Special Edition - 4 Items to Supply to Your Tax Preparer in Order to Claim the American Opportunity

February 2017 Join Us for the February 16th CR Metro Economic Alliance Biz Mix, 2017 New Year Tax Planning Letter, In Home Caregivers and Biennial Reports Due

January 2017 New Form I-9, New Tax Deadlines, Haverback Becomes Partner, Registration for 3rd Annual Realtor and Developer Summit, 2017 Mileage Rates and More!