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.
Calculators

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Home Affordability

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

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.

Do You Have These Key Estate Planning Documents?

This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

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.

How Taxes Impact Your Retirement-Income Strategy

Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

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