Cedar Rapids Location and Parking Information

Reminder - We have moved into the Town Centre building, just around the block from our previous location.

Brad Haverback Becomes a Partner

We are pleased to announce that Brad Haverback, CFP®, Vice-President for World Trend, has become a partner in the firm!

We Have Moved!

The Cedar Rapids offices of Terry Lockridge & Dunn and World Trend Financial moved out of the Dows Building on Friday, December 30, 2016 and into the Town Centre Building, just around the block from our old location.

Five Financial Resolutions to Make for 2017

Is achieving financial independence a goal for 2017? Here are five suggestions that can help.

Confessions of a Reluctant Entrepreneur

In November 1978, I dragged a metal filing cabinet into the Dows Building wondering if I would ever have enough clients to fill it up. Thirty-eight years ago, I never thought in terms of entrepreneurship.

3rd Annual Realtor and Developer Summit - Save the Date!

Wednesday, January 25, 2017 will be the date of our 3rd Annual Realtor and Developer Summit.

Happy Thanksgiving!

Happy Thanksgiving to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the Thanksgiving holiday!

Should You Consider a Health Savings Account

As we start to move into open enrollment time for group health plans at businesses, we wanted to talk with you about the Health Savings Account. These accounts, which combine a savings account and a high-deductible insurance policy, pre-date the "Affordab…

Medicare Open Enrollment - Time for a Coverage Checkup

Every year, Medicare's open enrollment period is October 15 - December 7, for coverage that is effective January 1st. Here is a checklist to help you get organized.