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

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

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

Cost of Retirement

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

More Calculators →

Newsletters

Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Newsletters

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Tax Library

Manage your taxes and prepare for the upcoming tax season.
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Flipbooks

These magazine-style flipbooks provide helpful information.

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Williamsville, NY 14221

Phone: (716) 631-3232
Fax: (716) 631-3822

Marc.Pearlman @SecuritiesAmerica.com
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Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC, Marc Pearlman, Registered Representative.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.