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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

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.

Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

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.

Social Security 101

Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

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