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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Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Make Your Mark Through Sustainable Investing
Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
The Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.