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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Surprises
Making the most of surprises is a great reason to work with us.
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Estate Strategies to Grow Wealth for Generations
Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
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.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?