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

LTCI Cost of Waiting

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Don’t Forget About Credit When Planning for Retirement

Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.

SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

Social Security Offers Benefits from Birth Through Old Age

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

Most Grocery Shoppers Aren’t Fooled by Shrinkflation

You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.

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