Blog posts by Caleb Jennings, MBA, CFP®, CIMA®, AIF®

The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Caleb Jennings, MBA, CFP®, CIMA®, AIF®

Caleb Jennings, MBA, CFP®, CIMA®, AIF®
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Recent Posts

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

Financial Planning, Tax Consulting

The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act, transformed the landscape of IRA planning. In particular, significant shifts… Read More

Traditional or Roth 401(k) – Which is Right for You?

Traditional or Roth 401(k) – Which is Right for You?

Financial Planning, Tax Consulting

Company-sponsored retirement plans, such as your 401(k), can simplify the process by automatically setting aside and investing a portion of your paycheck. Read More

10 Questions to Consider When Assessing Your Company’s Retirement Plan

10 Questions to Consider When Assessing Your Company’s Retirement Plan

Thrive Financial Wellness

Sanderson Wealth Management poses ten questions for companies when evaluating their current retirement plan offering. Read More

Maximizing Your 401(k)

Maximizing Your 401(k)

Financial Planning, Investment Consulting, Tax Consulting

If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… Read More

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