News

Search news articles

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

Key Retirement Account Rules to Remember

Oct 01, 2019

While the definition of retirement may change from person to person, qualified retirement savings plans are centered around three key terms. Knowing them and what they mean to you BEFORE you retire are some of the keys to a successful retirement. Read More
Category: Featured

Kristina Adams Competes at the Spartan World Championship

Oct 01, 2019

The world’s most elite athletes have conquered Spartan’s top obstacle races, but do they have what it takes to rule the world? Read More
Category: Featured

Make a Wish Contribution

Oct 01, 2019

Several years ago, Tory and Kara Meiborg established a foundation in their son Max’s name to provide a Make a Wish trip to a child who is facing challenging medical issues. Read More
Category: Featured

Medicare Open Enrollment – Changes Coming for 2020

Oct 01, 2019

Every year, Medicare’s open enrollment period is October 15 - December 7, for coverage that is effective January 1st. Medicare health and drug plans can make changes each year—things like cost, coverage, and which providers and pharmacies are in their networks. October 15 to December 7 is when all people with Medicare can change their Medicare health plans and prescription drug coverage for the following year to better meet their needs. Read More
Category: Featured

Free Application for Federal Student Aid (FAFSA®) Process is Open!

Oct 01, 2019

The Free Application for Federal Student Aid (FAFSA) is the first step in the financial aid process for college. You use the FAFSA form to apply for federal student aid, such as grants, work-study, and loans. In addition, most states and colleges use information from the FAFSA form to award nonfederal aid. Read More
Category: Featured

Pulling Retirement Funds Early? Consider This First

Sep 01, 2019

Taking an early withdrawal from your retirement account is a tempting idea. Perhaps you need a new car or have medical bills to pay. Or maybe you are facing an immediate financial hardship like a job layoff or major home repair. Regardless of your reasons, understanding the ramifications of early withdrawals from retirement accounts will help you make the best decision for your situation. Read More
Category: Featured

Fund Retirement or Your Child's Education?

Aug 01, 2019

Should you prioritize your own future over your child’s education? This is an emotionally charged question that leads many parents to fund college at the expense of their own retirement. However, with proper planning, you may be able to fund your retirement and still offer financial support for college. Read More
Category: Featured

Congrats to Our College Graduates!

May 01, 2019

May is the season for college graduations. Here are our new college graduates and where they are headed. Read More
Category:

Financial Calculators Available on Our Website

Apr 01, 2019

The World Trend Financial website has more than a dozen financial calculators for you to use. They can be found on the Tools tab of the website. A few examples are: Read More
Category:

Have You Set up your Online Social Security Account?

Apr 01, 2019

While the long-term viability of Social Security benefits continues to be a political hot-button issue, the process of accessing one’s future (or current) Social Security benefit is relatively easy. Read More
Category:

Rob Myers and Donna Sanders Become Partners

Mar 01, 2019

We are pleased to announce that Rob Myers, CFP® and Donna Sanders, Vice-President for World Trend, have become partners in the firm! Read More
Category:

Monthly Newsletters

Click the links below to read our Newsletters.

Would you like to receive our Newsletters? Provide your email address below to be added to our list.

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!