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 Refinancing

Determine whether you should consider refinancing your mortgage.

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.

Lease Payment

How much would your monthly lease payment be?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Keep an Eye Out for IRS-Related Scams

Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

Social Security Offers Benefits from Birth Through Old Age

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

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.

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