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.

LTCI Cost of Waiting

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

Required Minimum Distributions

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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You’ve Received an Inheritance, Now What?

Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.

Double Up with a Spousal IRA

Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

The Inflation Experience is Painful – and Personal

This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.

HOT TOPIC: Rescuing America’s Safety Net

This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

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