Investor Securities Group

A Branch Office of Securities America, Inc.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

Cyber Crime on the Rise

Data breaches at large retailers have dominated the news, but cyber crimes also threaten small businesses.

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

More Newsletters →