2018

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In 1987, I decided it was time to hire an additional member of the team. A friend strongly recommended a young lady named Patty Davidson. I hired her on the spot. Looking back, I had no idea what an important decision I was making that day.
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Tags : Company News

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Given the escalating costs of health insurance, Medicare has become an increasingly important component of a retirement plan. This article reviews the four "parts" offered through Medicare and private insurance carriers.
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If you are a family law attorney, please join Mike Mesch, CPA/ABV, ASA, CFF, Partner at Terry Lockridge & Dunn, from 2:00 – 4:00 on Thursday, June 21st, in our Cedar Rapids office, to delve into a matter that is extremely important to your clients – their financial well-being after a divorce.
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There are a lot of emotions swirling around during divorce proceedings. We can help you protect yourself from financial missteps.
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Tags : Tax Planning

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Inflation-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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May is the season for college graduates. Here are our new college graduates and where they are headed.
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Everyone 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.
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Most 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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Retirement 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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The World Trend Financial website has more than a dozen financial calculators for you to use.
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