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 Lea & 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.Contact Us
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Military families face unique challenges, making personal finance even more critical.
Five creative (and inexpensive) ideas for motivating your employees.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Important items to consider when purchasing condo insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.