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.

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

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

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New Medicare Rules Tackle Prescription Drug Prices

The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

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.

Do You Have These Key Estate Planning Documents?

This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

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