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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

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If You Don’t Have a Will, You Probably Should

Do you have a will? If not, this article offers three key reasons why you should.

Did You Know Medicaid May Pay You as a Family Caregiver?

Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.

Credit Scores Reach Record High

This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.

What a Relief! Congress Acts Against Surprise Medical Bills

Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.

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