Blog posts by Justin Sanderson, MBA, CFP®, CIMA®

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.

Justin Sanderson, MBA, CFP®, CIMA®

Recent Posts

Video: Starting the Conversation on End-of-Life Planning

Video: Starting the Conversation on End-of-Life Planning

Estate & Generational Wealth Planning, Financial Planning

As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary… Read More

The Art of a Tax Swap: Advanced Tax Loss Harvesting

The Art of a Tax Swap: Advanced Tax Loss Harvesting

Financial Planning, Investment Consulting, Tax Consulting

Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap. Read More

Key Takeaways from the Heckerling Institute on Estate Planning

Key Takeaways from the Heckerling Institute on Estate Planning

Estate & Generational Wealth Planning

In January, Justin Sanderson and Tim Domino attended the 53rd Annual Heckerling Institute on Estate Planning. Read about the ideas and strategies they took from the… Read More

Understanding Fiduciary Care and Why It’s Important For Your Wealth

Understanding Fiduciary Care and Why It’s Important For Your Wealth

Investment Consulting

Would you be surprised to learn that less than 12% of financial advisors put their clients’ interests first at all times? Learn what acting as a fiduciary entails,… Read More

Potential Changes in Fiduciary Standard of Care Laws

Potential Changes in Fiduciary Standard of Care Laws

Investment Consulting

Since 2016, there has been proposed legislation to increase the standard of care and regulation for financial advisors. Justin Sanderson provides an update on… Read More

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