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.

Impact of Inflation

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

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

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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.

Home Energy Rebates Could Save You Money

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

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