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 & 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.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Buying a Home
A look at what you need to think about when buying a home.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Are You in the “Sandwich Generation?"
Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Retirement & Rising Costs: Managing Inflation Risk
Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
