Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Sanford Lea & Associates is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Contact Us
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Even if you’re young and single, you should still consider protecting yourself.
Investors who put off important investment decisions may face potential consequence to their future financial security.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Six overlooked tax deductions to help manage your tax bill.
An inside look at how marginal income tax brackets work.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.