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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Tax-Deferred Savings

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Does the Social Security COLA Help If You’re Not Receiving Benefits?

This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

Why Buy Life Insurance During Unsettled Economic Times?

This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

Diversifying with Market Caps

The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

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