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Is a Roth Conversion Right for You?

Dec 01, 2022

You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you? Read More
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Category: Featured

A Financial Advisor’s Role in Tax Planning

Dec 01, 2022

The next “tax season” will arrive before you know it. While the first person who comes to mind is probably your accountant or tax preparer, don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios all year long. Read More
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Category: Featured

What You Need to Know Before Gifting Money to Family

Dec 01, 2022

The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check. Read More
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Category: Featured

Beware of These Four Traps as You Approach Retirement

Dec 01, 2022

After years of full-time employment, it’s easy to get used to receiving a regular salary and benefits. As you prepare to retire, review these common traps so you can increase your chances of avoiding them. Read More
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Category: Featured

Amid Market Turmoil, Focus On What You Can Control

Nov 01, 2022

Both evidence and experience tell us that events that move the markets are notable, precisely because of their unpredictability. Market declines don’t happen simply because a certain length of time has passed, or we achieved a target return. This is important to remember, now that we’ve weathered another challenging quarter for global markets, marking three consecutive quarters of losses for stocks and bonds. Our patience is being tested and we all have questions no one can answer. When will inflation come down? Has the stock market hit bottom yet? How much higher will interest rates go? Are we in a recession? We do, however, know from history that difficult periods set up good opportunities on the other side. Read More
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Terry Lockridge & Dunn and World Trend Financial Join Savant Wealth Management

Oct 01, 2022

Dear Clients and Friends, We are writing to share some exciting news: World Trend Financial and Terry Lockridge & Dunn have joined Rockford, Illinois-based Savant Wealth Management and Savant Tax and Consulting, an affiliate of Savant Wealth Management, effective October 1st. Read More
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Funding Retirement AND Your Child's Education

Sep 01, 2022

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
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5 Great Things to Know about IRAs

Sep 01, 2022

IRA's can be a powerful tool to lower taxes all while saving for retirement or other predetermined uses. Here are five fairly unreported things to know about IRA's. Read More
Category: Featured

Tory Meiborg Marks 25 Years

Sep 01, 2022

Twenty-five years is a long time to not only endure, but also succeed. Since Tory joined World Trend in August 1997, some historically significant events have occurred. Throughout all of the years of financial ups and downs, Tory has been successfully fulfilling World Trend’s mission of helping clients achieve their financial goals. Read More
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Category: Featured

Time to Consider Roth Conversions Again

Aug 01, 2022

Through June 2022 the S&P 500 was down over 20%. This means Roth IRAs are on sale. If you have never considered a “Roth Conversion” now may be the time to reach out to your advisor. Continue reading on what this could mean for you. Read More
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Diane Altschwager to Retire after 35 Years

Jul 01, 2022

After 35 years of service with World Trend Financial and Terry Lockridge & Dunn, Diane Altschwager will retire on July 10th. Read More
Tags : Retirement
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Money Management Tips for Couples

Jul 01, 2022

Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse. Read More
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November 2022 Time for Pumpkin Spice Lattes, Sweaters and, Year-End Planning? and More!

October 2022 Terry Lockridge & Dunn and World Trend Financial Join Savant Wealth Management

September 2022 Tory Meiborg Marks 25 Years, Educator Expense Deductions, and More!

August 2022 Time to Consider ROTH Conversions Again, Watch for These Tax Surprises, 2022 Iowa Sales Tax Holiday and More!

July 2022 Money Management Tips for Couples, Mileage Rate Changes, Summer Camp Tax Break's and More!

June 2022 Congrats to Our High School Graduates! Tax Consequences of Virtual Transactions, IRA Moves to Make and More!

May 2022 Congrats to Our College Graduates! Review Financial Decisions When Interest Rates Change and More!

April 2022 Your 2022 Go-To Tax Moves, Great Tips for Your Home-Based Business and More!

March 2022 Create a Succession Plan for Your Business, Online Tax Organizers, Easy-to-Overlook Tax Documents and More!

February 2022 Tim Terry Memorial Fund Established, Prepare for This Year's Tax Return Filing Season, IRS issues 2022 standard mileage rates, and More!

January 2022 Five Sound Money Tips, Make Payroll taxes Easy in 2022, Time for an Estate Plan checkup, and More!

December 2021 Personalized QuickBooks Consulting, Defending FMV in an IRS Audit, GovConnectIowa and More!

November 2021 Medicare Open Enrollment, Think Twice Before Amending a Tax Return, and More!

October 2021 Factors to Consider Before Starting Social Security, Set Up Your IRS Online Account and more!

September 2021 Education Tax Credits to Consider, Help! I Just Got a Letter From the IRS and More!

August 2021 2021 Iowa Sales Tax Holiday, Ideas to Lower Your 2021 Tax Bill, and More!

July 2021 New Child Tax Credit and the Child and Dependent Care Credit Updated, Know Your Net Worth, and More!

June 2021 Our Offices are Open, Do You Know IRMAA?, Taxes: These Basics are for Everyone, and more!

May 2021 New Child Tax Credit and Child and Dependent Care Credit, Do Not Ignore Renters Insurance, and more!

April 2021 PPP Loan Deadline Extended, 7 Tips for Financial Wellness, American Rescue Plan Act of 2021 for Businesses & Individuals and more!

March 2021 World Trend Celebrates 30 Years, Retirement Savings Tips for Small Business Owners, 3 Go-To Tax Moves in 2021, and more!

February 2021 Why You Should Consider Using our Online Organizer, What the Late IRS Start Means to You, and more!

January 2021 IRS Launches Identity Protection PIN Program, Saving Too Much Can Sometimes Be Expensive, and more!

December 2020 Build a Fortress Defense for PPP Loan Forgiveness, Health Care Tax Advantaged Programs - 2021 IRS Limits, IRS Tax Inflation Adjustments for 2021 and more!

November 2020 Personalized QuickBooks Consulting, Should You Incorporate Your Business? and More!

October 2020 Be Prepared for High Taxes, IRS Announces 6 Common Tax Scams and More!

September 2020 Derecho 2020 – Can I Deduct My Losses? New Tax Rules for 2020 Planning and More!

August 2020 Retire Early and Thrive Webcast, 2020 Iowa Sales Tax Holiday, Time for a Paycheck Checkup, and More!

July 2020 Office Procedures Extended, PPP Flexibility Act of 2020, New 2020 Required Minimum Distributions Rollover Relief, and More!

June 2020 Office Procedures Extended, Your 529 Plan and School Refunds, Tax Savvy Moves to Consider Now, and More!

May 2020 New Laws Provide tax Relief During COVID-19, Is Your General Ledger Squeaky Clean?, PPP-Maximizing Loan Forgiveness and More!

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!