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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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
What You Need to Know about Tax-Loss Harvesting
While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.