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.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

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

Car Affordability

How much can you afford to pay for a car?

Loan Payoff

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

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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.

Tracking the Fed’s Progress on Disinflation

This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

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