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.

Roth IRA Conversion

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lease Payment

How much would your monthly lease payment be?

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ISM Indexes Watch for Trouble on Both Sides of the Economy

Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

HOT TOPIC: Soft Landing or Delayed Recession?

This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

SECURE 2.0 Act Expands Early Withdrawal Exceptions

Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

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