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.

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

Financial Planning, Tax Consulting

Tim Domino examines the potential estate planning implications of President Biden's Green Book revenue projection budget. 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

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

Financial Planning, Tax Consulting

The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More

Modern Money: A Primer on Cryptocurrency and Bitcoin

Modern Money: A Primer on Cryptocurrency and Bitcoin

Financial Planning, Investment Consulting

Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More

Sanderson Expands Services With Prosper Financial Wellness

Sanderson Expands Services With Prosper Financial Wellness

Prosper Financial Wellness

Sanderson Wealth Management is pleased to offer Prospect Financial Wellness, a retirement readiness service that benefits employees and employers. Read More

Video: 2020, A Year in Review

Video: 2020, A Year in Review

Investment Consulting

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of 2020. Read More

Sizing Up Big Data – And Finding the Next Information Advantage

Sizing Up Big Data – And Finding the Next Information Advantage

Financial Planning, Investment Consulting

Justin Sanderson explores the impact of big data on your investment strategy and wealth. Read More

Gaming the System – Breaking Down the GameStop Saga

Gaming the System – Breaking Down the GameStop Saga

Financial Planning, Investment Consulting

Justin Sanderson breaks down the GameStop saga and explains what Sanderson Wealth Management clients need to know. 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

Ready or Not: How Retirement Readiness Impacts Employees and Employers

Ready or Not: How Retirement Readiness Impacts Employees and Employers

Prosper Financial Wellness

Sanderson Wealth Management discusses how the lack of employee readiness is hurting both individuals and businesses. Read More

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