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 →

The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

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