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

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

SECURE 2.0 Act Expands Early Withdrawal Exceptions

Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

Why the EPA is Focusing on “Forever” Chemicals

In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.

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.

Bear Market Emotions: Strategy vs. Reaction

Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

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