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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Do You Have These Key Estate Planning Documents?

This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

HOT TOPIC: Rescuing America’s Safety Net

This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

Bear Market Emotions: Strategy vs. Reaction

Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

HDHP/HSA Pairing May Help Control Medical Costs

High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

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