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

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.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

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.

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.

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.

Leave a Lasting Gift with an Ethical Will

An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

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