Terry Lockridge & Dunn -

Don’t Miss Out on Important Social Security Benefits!

July 21, 2012 LIVING WELL Magazine Comments Off

Don’t Miss Out on Important Social Security Benefits!
By Brad Haverback, Investment Advisor Representative, World Trend Financial, Linn County LIVING WELL Magazine

While the ongoing viability of Social Security is being called into question, it remains an important component of most retirement plans. Generally, participants have a basic understanding of when and how to collect Social Security retiree benefits; however, they often miss opportunities to maximize benefits. […]

Managing your investment expectations – Terry Lockridge & Dunn, LIVING WELL Magazine

April 18, 2012 LIVING WELL Magazine Comments Off

Managing Your Investment Expectations
By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine

It’s tax time. This is an excellent opportunity to see just how well your investments performed last year. It is also a great time to think about your taxes. In both of these areas, planning is everything! […]

Terry Lockridge & Dunn on reaching your retirement goals – LIVING WELL Magazine

November 8, 2011 LIVING WELL Magazine Comments Off

Reaching Your Retirement Goals

By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine
We rarely hear: “I realize it is a little early to be planning for my retirement…”

Planning usually starts a few years before the big day. It should actually get under way many years earlier. In fact, your first day of work is the best time to begin. […]