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.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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HOT TOPIC: Rising Inflation: Where Will It Go from Here?

Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?

The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

Prepare Your Finances for the Next Emergency

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.

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