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.

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.

Loan Payoff

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

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

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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

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.

A Mortgage Recast Is an Alternative to Refinancing

This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

HOT TOPIC: Tax Season News and Survival Tips

Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.

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