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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Making the most of surprises is a great reason to work with us.
Learn when it may not make sense to file a claim on your home insurance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Calculating your potential Social Security benefit is a three-step process.
For homeowners who think their property taxes are too high, there are ways to appeal.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Make your retirement as exciting as your next vacation.