2018

Category: Featured

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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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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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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May is the season for college graduates. Here are our new college graduates and where they are headed.
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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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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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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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When you think about how much money you will need in retirement, you may consider your living costs, travel expenses and hobbies you would like to enjoy. But you may be overlooking one of the largest costs for most retirees: health care.
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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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