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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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.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Financial Wellness on Your Path to Retirement
Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Introducing the 530A Accounts
An article explaining 530A Accounts.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?