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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

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

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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Newsletters

Time to Bulk Up Your Emergency Fund

A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.

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.

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.

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