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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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here are six flags that may make your tax return prime for an IRS audit.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Agent Jane Bond is on the case, covering how bond laddering works.
Recent changes in estate tax laws could affect the strategy you have in place.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are five facts about Social Security that might surprise you.