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

Life Expectancy

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.

SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

Watch for These Hazards on the Road to Retirement

The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.

HOT TOPIC: Real Estate Commission Changes Around the Corner

The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.

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