Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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HOT TOPIC — Wage Growth: Watching for a Tipping Point

The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

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