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.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Debit or Credit — What’s the Difference?

This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.

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.

Enriching a Teen with a Roth IRA

A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

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