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 mould. Irwin Weiser, a long time local fixture in the Ft. Lauderdale CPA and Financial Advisor scene, joined this endeavor as our visions were the same. We continue to remain affiliated with LPL Financial, one of the largest national networks of independent financial service providers. Remaining independent allows us to realize a commitment to our professions, our community and ultimately the financial success of our clients. Thank you for visiting our webpage.
Send email to: email@example.com
Send email to: Irwin.Weiser@lpl.com
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.