Nov 01, 2017Medicare is a complex program that is essential to medical coverage for retirees. However, if you do not enroll at the right time, or buy sufficient insurance to cover the out of pocket costs, you (or your parents) may be faced with heavy costs. Here are some key issues to consider. Read More
Nov 01, 2017We have seen significant growth in the value of equities during this current year. For many, this has been seen as a long overdue catch up for equities. Others are not certain and are raising important questions as to how long the market can rise without serious correction. Read More
Nov 01, 2017We have just posted the 2017 Year-End Tax Planning Letter on our website. Topics include 5 Strategies to Shrink Your Tax Bill, Plan Now for a Smooth Filing Experience, Early Roth Funding Can Make Your Child a Millionaire and More! Read More
Oct 01, 2017The IRS recently released a new publication outlining the benefits of 403(b) plans. Here are some of the contribution limits, loan provisions and distribution /rollover rules outlined in the publication. Read More
Oct 01, 2017Unfortunately, cybercrime and identity fraud have become a growing problem as the digital world expands. While the recent breach at Equifax should not cause panic, here are some common-sense steps that you can take to minimize the effects on your personal situation. Read More
Oct 01, 2017We had a great turnout for our event on September 28th! Read More
Sep 01, 2017We are hosting the September 28th IC Business PM. Come join us at 2225 Mormon Trek Blvd., Suite 200! Read More
Sep 01, 2017Several 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 facing challenging medical issues. Both Terry Lockridge & Dunn and World Trend Financial do various fundraising activities throughout the year to support the foundation Read More
Sep 01, 2017Our offices will be closed for the afternoon on Friday, September 15th, beginning at noon for an employee appreciation event. Read More
Aug 01, 2017The prices of homes are again moving higher. Plus strict underwriting of mortgages is still in place due to the Financial Crisis in the late 2000's. As a result, many first-time homebuyers have found it difficult to qualify for a mortgage; however, some rules have recently been relaxed. Read More
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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!
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!