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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

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Home Energy Tax Credits

There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

Medical Debt and Your Credit Report

This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

Most Grocery Shoppers Aren’t Fooled by Shrinkflation

You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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