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 Expectancy

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

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

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.

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.

Understanding Life Insurance

Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

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