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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Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Retirement Savings Goals: How to Help Make Up for Lost Time
Discover practical tips and strategies for setting and refining your retirement savings goals as you near retirement.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Surprises
Making the most of surprises is a great reason to work with us.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.