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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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
5 Steps Toward Successful Business Exit Planning
An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.