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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

Managing Medicare Out-of-Pocket Costs

This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.

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.

HOT TOPIC: Can Consumers Keep Carrying the Economy?

Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.

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