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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

Enriching a Teen with a Roth IRA

A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

New RMD Rules Give Retirement Savings More Time to Grow

This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

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Financial terms from A to Z.
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Manage your taxes and prepare for the upcoming tax season.
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These magazine-style flipbooks provide helpful information.

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Phone: (716) 631-3232
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Marc.Pearlman @SecuritiesAmerica.com
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Securities offered through Securities America, Inc., Member FINRA/SIPC, Marc Pearlman, Registered Representative.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.