top of page

Targett Wealth Managemant

  • LinkedIn

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Cash Management

It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Cash Management

Shifting some debt to a home equity loan, which typically allows interest payments to be tax deductible, could have its advantages.

Estates & Trusts

If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.

Estates & Trusts

A living trust can help control the distribution of your estate upon death.

Investing

The labels growth and value reflect different approaches that can be used when making investment decisions.

Investing

Understanding different types of investment risk can help investors manage their money more effectively.

Investing

529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.

Investing

It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

Investing

Bonds are issued by many entities and share many characteristics, each type of bond has certain benefits and risks.

Retirement

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

Retirement

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Retirement

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Retirement

A Roth 401(k) is funded with after-tax money, and allows for tax- and penalty-free withdrawal of earnings if requirements are met.

Risk Management

There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

Risk Management

Even if your state doesn’t require certain types of auto insurance, it may be wise to purchase multiple types to ensure you are covered for a variety of situations.

Risk Management

Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

Risk Management

If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

Tax Planning

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Tax Planning

Tax-deferred retirement account withdrawals before age 59½ generally trigger a 10% federal tax penalty.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck