Welcome to Target Wealth Strategies, L.L.C. I created this company out of a desire to be able to offer clear, unbiased advice to my clients. After working at a large multi-national investment firm, I felt that my clients deserved a Financial Advisor who could empower their objectives and not just place them in a corporate cookie cutter mold. I continue to remain affiliated with LPL Financial, one of the largest national networks of independent financial service providers (as reported in Financial Planning Magazine, 1996-2014, based on total revenue). Remaining independent allows me to realize a commitment to my profession, the community and ultimately the financial independence of TWS clients. Thank you for visiting my webpage.
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Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It’s never a bad time to speak with your financial advisor about changes in your situation.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Couples may be able to head off many of the problems in a marriage that money can cause.
A change in your mindset during retirement may drive changes to your portfolio.
To choose a plan, it’s important to ask yourself four key questions.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Are Real Estate Investment Trusts right for your portfolio?