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.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Taxable Equivalent Yield

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

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