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?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

Medical Debt and Your Credit Report

This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

How Taxes Impact Your Retirement-Income Strategy

Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

Home Energy Tax Credits

There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

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