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

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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

Tax-Loss Harvesting Offers Chance at Silver Lining

Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

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.

Time to Bulk Up Your Emergency Fund

A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.

Social Security 101

Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

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