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®
Find me on:
 

Recent Posts

Weighing the Effects of Higher Interest Rates on Your Financial Plan

Weighing the Effects of Higher Interest Rates on Your Financial Plan

Financial Planning, Investment Consulting

Caleb Jennings discusses who is affected by higher interest rates and how the Fed’s 2022 benchmark increases factor into your overall financial plan. Read More

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

Financial Planning, Tax Consulting

Caleb Jennings from Sanderson Wealth Management outlines how the SECURE Act of 2019 transformed the IRA planning landscape. 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

Caleb Jennings explains the differences and advantages of traditional and Roth 401(k) employer-sponsored retirement plans. Read More

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

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

Prosper 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

Let’s talk about your future.

Schedule a consultation to learn more about our investment services.

    Filter Blog Posts

    SUBJECT

    See all

    Put our experience to work for your wealth.

    Schedule a consultation to learn more about our investment services.

    Background

    Schedule a consultation to learn more about our investment services.

    © 2022 Sanderson Wealth Management LLC

    716.566.2420

    Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth.

    A copy of Sanderson Wealth’s current written disclosure statement as set forth on Form ADV discussing Sanderson Wealth’s business operations, services, and fees is available upon written request.  Sanderson Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided for convenience purposes and all users thereof should be guided accordingly.

    ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.