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.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Tracking the Fed’s Progress on Disinflation

This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.

Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

Most Grocery Shoppers Aren’t Fooled by Shrinkflation

You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.

Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

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